The Best Laid Plans

Even the most thought-out financial strategy may need to be adjusted for unexpected events, such as changes to your family life or career, or shifts in your family priorities. These are important opportunities for us to connect and ensure we make any adjustments to accommodate your new or shifting goals. Some of the most common…

SECURE 2.0 ACT

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.…

Mary Jane Koesters has become a partner with Moorman, Harting Financial Services Ltd effective January 1, 2023

Effective January 1st, Mary Jane Koesters became a partner in Moorman, Harting Financial Services Ltd.  Mary Jane has been with Moorman, Harting Financial Services Ltd for 19 years.  She is a Financial Advisor and holds the AIF and CPFA credentials.  Mary Jane serves as the Director of Financial Services for the company and assists clients…

Moorman Harting Financial Services Represent at the annual Avantax National conference

Moorman Harting Financial Services Represent at the annual Avantax National conference   Avantax held their annual National Conference in Atlanta from Sunday November 13th to Tuesday November 15th.  Moorman Harting Financial Services was represented by several Financial Advisors and Financial Assistants and spouses.  They attended a variety of classes and learning sessions.  They plan on…