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 MoreDoes your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
How much can you afford to pay for a car?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Will you be able to afford nursing home care?