Wise Money Decisions

Announcements, updates, events, and explorations of current financial topics.
photo for Five Principles for Weathering the Current Market Successfully
August 5, 2024

Five Principles for Weathering the Current Market Successfully

David Witter and the team at Financial Harvest Wealth Advisors made a short but highly informative video that features five (5) important principles to help you successfully weather the current market.
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July 4, 2024

Happy 4th of July

The team at Financial Harvest Wealth Advisors wishes everyone a safe and fun 4th of July holiday!
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June 24, 2024

Increase Your Home’s Value and Boost Your Speed of Sale: Webinar

Whether you are selling soon or someday, learn how to increase your home’s value and speed up the sales process.
photo for A 529 Plan for Tax-Advantaged Education Funding
June 17, 2024

A 529 Plan for Tax-Advantaged Education Funding

This Financial Harvest whitepaper discusses benefits of a 529 plan, comparison to Florida Prepaid Plan, & impact of SECURE Act 2.0.
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June 13, 2024

Financial Harvest Wealth Advisors Expands with Two Key New Hires

Financial Harvest Wealth Advisors in Winter Park, Florida, has expanded its team to serve its growing client base and increasing assets under management (AUM).
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May 27, 2024

Remember and Honor | Memorial Day

David, Katie, and the team at Financial Harvest Wealth Advisors wish everyone a safe Memorial Day!
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May 14, 2024

Two Financial Harvest Wealth Advisers Awarded CFP® Certification

Financial Harvest Wealth Advisors, Winter Park, FL announces Danica Bolton, CFP® & Alex Swanson, CFP® have earned CERTIFIED FINANCIAL PLANNER® certification.
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May 12, 2024

Happy Mother’s Day

David, Katie, and the team at Financial Harvest Wealth Advisors wish all the moms a very Happy Mother’s Day. “Honor her for all that her hands have done, and let her works bring her praise at the city gate.” Proverbs 31:31
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April 2, 2024

April Retirement Planning: Nest-Ed Prepares for the Future

We invite you to join us for our NestEd Retirement Planning Course.
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March 29, 2024

Happy Easter

David, Katie, and the team at Financial Harvest Wealth Advisors wish you and your family a happy, blessed Easter.