When it comes to your personal financial goals, it’s important to have a plan. At Safe Harbor Pension & Wealth, we can design a personalized strategy that can help get you closer to the future you’ve always imagined.
Learn MoreAt Safe Harbor Pension & Wealth, the community is our customer. We believe in the power of the local small business, and it is our mission to help you and your business build a healthy financial foundation.
Learn MoreThis article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.