At 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 MoreWhen 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 MoreOnly 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Will you be able to afford nursing home care?
This calculator can help you determine whether you should consider converting to a Roth IRA.