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When it comes to making wealthy decisions as a couple how often do the two of you work together as a team to arrive at a place where you’re both happy?
David, Katie, and the team at Financial Harvest Wealth Advisors want to wish everyone a safe and happy Fourth of July.
Watch the video replay and learn about 529 Plans, Florida Prepaid, and the top 21 most-asked questions about funding college education, private school, and more.
David, Katie and the team at Financial Harvest Wealth Advisors would like to wish all the fathers out there a happy Father’s Day.
As podcast host Kellen Williams points out, most of us would say that 2023 feels like its already had “a lot going on.” And the topic of A.I. or artificial intelligence has certainly claimed its share of the headlines.
Whether you are just getting started with your education funding, getting ready to distribute funds or have education funds leftover, this conference is for you! Join David Witter, CFP© and Kellen Williams, CFP© as they dive deep into the best practices and nuances of how to best utilize 529 plans to fund education for your loved ones.
With the debt ceiling in the news, concerns prevail about how raising the debt ceiling affects investments.
David, Katie and the team at Financial Harvest Wealth Advisors wish everyone a safe Memorial Day with family and friends.
Guidance for making wise money decisions, including bank collapse, saving for your child’s education, and choosing your financial planner.
David, Katie, and the team at Financial Harvest Wealth Advisors want to wish every mother a very Happy Mother’s Day filled with family and love.
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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