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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
It may help your business be better prepared in the event of the death of a principal or key employee.
It's important to make sure your retirement strategy anticipates health-care expenses.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Taking regular, periodic withdrawals during retirement can be quite problematic.
To choose a plan, it’s important to ask yourself four key questions.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: right now.
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.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Do you have causes that you want to support with donations? Here are three tips.