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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Building wealth requires protection from the forces of wealth destruction.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Here are five facts about Social Security that are important to keep in mind.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a crash course on saving for college.
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.
Women must be ready to spend, on average, more years in retirement than men.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What are your options for investing in emerging markets?