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.
Saving for College 101
Here’s a crash course on saving for college.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Investors who put off important investment decisions may face potential consequence to their future financial security.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.