Kathleen Youngerman @HarmonyMSPWM
CFP®,CPM®, Private Wealth Advisor, Founding Partner The Harmony Family Office at MSPWM, Managing Director. Visit web for more info - NMLS#: 1274460 morganstanleyfa.com/harmonyfamilyo… Chesterfield (St. Louis) MO Joined October 2011-
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Women's financial needs and obligations often differ from those of men, and The Harmony Family Office is here to make sure those needs are met. Reach out today to learn more about how we can help! #wealth #economics #planning livesocial.seismic.com/t628xr
An accident or unforeseen illness can put your livelihood and your family's lifestyle at risk. Don't wait for disaster to think about protecting yourself and your loved ones, The Harmony Family Office is here to help today! #insurance #emergency #benefits livesocial.seismic.com/tTg3vZ
The transition to college can be a time of great excitement, but also anxiety inducing for parents and students alike. Check out this piece from psychology today for ideas on how to keep the family connected. #student #backtoschool #family livesocial.seismic.com/tvUjSs
While we all do it to some extent, unchecked emotional spending can bring about conflicts and issues that reach far beyond your wallet. Check out this piece from Psychology Today to learn more #finance #psychology livesocial.seismic.com/tDPym3
Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago. #neverforget
Everyone has a different idea of their dream retirement. Whatever yours looks like, The Harmony Family Office is here to help you achieve it. #Retirement #Travel livesocial.seismic.com/tI23sC
Women's financial needs and obligations often differ from those of men, and The Harmony Family Office is here to make sure those needs are met. Reach out today to learn more about how we can help! #wealth #economics #planning livesocial.seismic.com/trERRg
Creating an estate plan can help protect your wealth and prevent hardship for your heirs. If you've been thinking about solidifying your family's future, reach out to The Harmony Family Office today! #estate #philanthropy #tax livesocial.seismic.com/tuAR3-
With back to school season in full swing, now is a great time to learn about 529s if you haven't already. If you've got student in your life to look after, The Harmony Family Office is here to give you some guidance! #education #529 #tax livesocial.seismic.com/tO9hMa
Help protect yourself on your next trip with these cybersecurity tips! #cybersecurity #travel #vacation livesocial.seismic.com/tjWUTB
Having a concentrated holding in your portfolio may lead to great wealth but could also lead to outsized losses. If you're thinking about diversification, The Harmony Family Office is here to help! #tax #equity #portfolio livesocial.seismic.com/tTrWNW
Having a trusted contact on your financial accounts is one way to protect yourself against scams. If you've been looking for ways to keep your family's future safe, reach out to The Harmony Family Office today! livesocial.seismic.com/tOl5hD
Fraudsters are unleashing scams to take advantage of the popularity of digital currency. Learn how to detect cryptocurrency scams and help protect your assets! #cybersecurity #crypto #fraud livesocial.seismic.com/tH-CmQ
With their newfound independence and lack of experience outside of home, college students can be prime targets for cybercriminals. Check out these helpful tips to protect the student in your life! #cybersecurity #college #students livesocial.seismic.com/tHB0IL
Consider these helpful tips when planning for international travel and save yourself some time, money and headaches! #travel #safety livesocial.seismic.com/tAvSBx
On Juneteenth, we commemorate the end of slavery in the United States and celebrate the rich culture and history of Black Americans. #Juneteenth
June is National Homeownership Month! Learn how you can play a valuable role in helping a loved one buy a home! #homeowner #realestate livesocial.seismic.com/tH__t3
Even the most savvy DIY investors could use a helping hand now and then. If you could use a bit of assistance, check out this conversation between The Harmony Family Office and a self-managed investor looking for some guidance. #investments #portfolio livesocial.seismic.com/t1Pe2H

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