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Harmony Insurance Brokerage

Phone:

212-949-9200

Fax:

888-684-7665

E-mail:

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Harmony Insurance Brokerage Inc. logo with stacked stones

Thank you for the interest you have expressed in Harmony Insurance Brokerage, Inc. We have exemplified a tradition of providing our clients with the highest level of advice and service for over 30 years. Harmony Insurance is always committed to being an integral part of your team, one you can always count on.
warmest regards,

Warren Rosen, President

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“Our mission is to educate, guide and inspire our clients to make important decisions with respect to the protection, preservation and transfer of their life's work, offering advice and products that instill the confidence our clients can trust.”

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Lease Payment

How much would your monthly lease payment be?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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