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.
Helpful Content
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.