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?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A change in your mindset during retirement may drive changes to your portfolio.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Knowing the rules may help you decide when to start benefits.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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 importance of life insurance, how it works, and how much coverage you need.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.