Our Mission: If you need retirement plan or individual wealth management help, then you have come to the right place. As an independent investment consulting firm, Harbor Retirement Planning specializes in partnering with corporate and individual clients to deliver and manage their retirement plan strategies. It is our commitment to always be completely open, candid and honest with you. Providing the highest quality service is our paramount objective.
Comprehensive Financial Services and Strategies
Harbor Retirement Planning presents a wide array of tools to provide plan sponsors with the highest quality retirement programs and help individual investors effectively pursue their desired retirement lifestyle.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Here are 4 great, and sometimes unexpected, places to raise a family.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Five strategies for managing your student debt.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
When do you need a will? The answer is easy: Right Now.
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.