Harvest Financial

Harvest Financial Securities & Investment Advice offered through G.A.

Repple & Company, A Registered Broker/Dealer and Investment Advisor, Member FINRA & SIPC, 101 Normandy Road, Casselberry, FL 32707 (407) 339-9090

Being healthy may help your personal finances.
09/01/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Here are a few key factors to consider when naming an executor for your estate.
08/28/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
08/25/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
08/21/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
08/18/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Business owners should consider a succession plan sooner rather than later.
08/14/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
08/11/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
08/07/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
08/04/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

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Dayton, OH
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+19378538822

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