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.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
U.S. Personal Savings Rate
What can be learned from the savings rate?
Rightsizing for Retirement
What does your home really cost?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Purchasing homeowners insurance is critical for protecting your home.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Life insurance proceeds are generally tax-free. But not in all cases.
Second marriages are a trigger event to revisit any existing estate strategies.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
When should you take your Social Security benefit?
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, cracking the code on bonds.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know these three personal finance sayings?
What are your options for investing in emerging markets?