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.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn when it may not make sense to file a claim on your home insurance.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Apps that help small business owners better manage and grow their business.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Smart investors take the time to separate emotion from fact.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.