Financial insights and videos to help you make wise money decisions now, and for the future.
Important Insights You May Have Missed: New Changes in Place and On The Way
a Previously Recorded Webinar
Earlier this year, we invited Dan Harris, attorney and partner at Shuffield Lowman, for a Virtual Coffee Talk. During the discussion, we looked at what you can be doing in
There are so many professionals you can go to for financial planning, but no matter how strong each individual is, nothing compares to a cohesive wealth management team.
At Financial Harvest Wealth Advisors, we continue to grow our business, our brand, and our team. Earlier this year, we announced that our assets under management (AUM) have reached over $240 Million. With a 20+ percent compounded annual growth rate, Financial Harvest continues to expand its delivery of family-office style, personalized services for wealthy clients.
When the jungle faces a desert season, every animal goes into survival mode. But the king of the jungle survives, triumphantly. Next Wednesday morning, May 26, learn how you, too, can Roar Like a Lion, rising above challenges. Join David Witter, CEO of Financial Harvest Wealth Advisors, along with Nina Mutegi, John Thiongo, Ana Maria Lowry, and Dustin Lively, as these successful entrepreneurs and business leaders share their strategies and best practices for business success despite today’s unpredictable economic and social climate.
The global pandemic has impacted everyone, but in some ways, it has hit women, especially working mothers, in uniquely challenging ways. According to the 2020 Women in the Workplace survey, conducted by McKinsey & Company, one in four working women in America is now thinking about leaving the workforce, either permanently or temporarily, or downsizing their career for a role that is less demanding.
Acknowledging the challenges of 2020, the IRS has issued a federal income tax extension for personal income tax filing in 2021, but not every 2021 deadline was moved.
We at Financial Harvest Wealth Advisors are extremely honored and humbled to receive the 2021 “Best of Winter Park Award in the Financial Institution” category by the Winter Park Award Program!
Time feels like everyone’s most precious commodity. Too often it also feels like the aspect of life that’s hardest to control. In our Harvesting Prosperity newsletter, we’re sharing 4 action steps to boost your effectiveness and efficiency.