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 presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Estimate the future value of your current savings.
Will you be able to afford nursing home care?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.