Phone:
- (877) 251-6085
Fax:
- (877) 656-2551
Individuals & Families
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 MoreHow much you'll have if you invest...
WatchBusiness Owners
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 MoreNewsletters
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
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Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?