Welcome to Harbor Financial
A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Earnings season can move markets. What is it and why is it important?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Even low inflation rates can pose a threat to investment returns.
It's easy to let investments accumulate like old receipts in a junk drawer.
When do you need a will? The answer is easy: right now.
Making the most of surprises is a great reason to work with us.
Are you ready for retirement? Here are five words you should consider.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.