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 MoreHigh-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Estimate the future value of your current savings.
This calculator is designed to help you attach a dollar figure to your life’s work.
How Long Will It Take to Pay my Balance?
A balance sheet summarizes your assets and liabilities and reveals your net worth.