Our Mission begins and ends with you - creating a plan that fits your dreams, your goals, your life.Learn More
Our process guides you through all areas of your financial life and covers all concerns you may have about your financial future.Learn More
Meet Your Team
A collective 115 years of diverse experience means your unique needs are covered by years of expertise.Learn More
Understanding Today's Financial Environment
Harbor Wealth Management is an independent wealth advisory firm that provides comprehensive financial solutions unique to each family. We work as a team, with experts in Investment Management and Retirement Planning, Estate Planning and Tax Planning, Education Planning and Risk Management. This means you have 115 combined years of experience under one roof, helping your family find customized solutions to all of life's financial challenges and opportunities.Contact Us
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Term insurance is the simplest form of life insurance. Here's how it works.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.