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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Saving for College 101
Here’s a crash course on saving for college.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Try these activities to keep your brain sharp.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
When do you need a will? The answer is easy: Right Now.
All about how missing the best market days (or the worst!) might affect your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How does your ideal retirement differ from reality, and what can we do to better align the two?