Broker Check
The Facts About Income Tax Ready for Retirement? What Smart Investors Know A Bucket Plan to Go with Your Bucket List

What's your "Safe Harbor".... 

Here at Safe Harbor Financial, we know that your future can't be predicted. That's why we believe with the right planning, you can be prepared for much of what life brings.  In a volatile, ever changing economic environment, uncertainty is running high.  People are more concerned now than ever before about where to put there monies and how to invest their savings.  If one thing's clear, it's that individuals are scared of what their financial future will be.

At Safe Harbor, our client's future is important to us. A "Great Future" starts with having a plan.  However, having a plan is not enough.  That's why we regularly watch over our client's plans and make adjustments along the way to help protect them.  It's essential that financial plans get updated and monitored as life changes.  With over 35 combined years of experience, our professionals at Safe Harbor Financial have helped countless individuals plan to reach their goals and dreams. 

So ask yourself, what's your "Safe Harbor"? Is it retiring comfortably at an age you can enjoy it?  Is it going on family vacations, sending your children to college, traveling with your spouse, having a catch with your grandchild, spending time with a loved one or passing on wealth to future generations?  Whatever it is and wherever it takes you, Safe Harbor Financial can help get you there. 

Feel free to explore our site and learn about all of Safe Harbor Financials services.

Helpful Content

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Debt Stress

Debt Stress

There’s a link between debt and stress.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

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.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Rightsizing for Retirement

What does your home really cost?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow