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Friday, August 16, 2019

Is it your idea of a pleasant afternoon to plan for your future demise? Probably not. Despite how uncomfortable this topic is to address, you’ll be doing your family a favor by getting your affairs in order before a tragic event...

 

Friday, August 2, 2019

You’ve been saving and planning for years, each day inching a little bit closer to retirement. The plan you developed with your financial advisor is solid. But are you really ready for retirement? Here are 5 unexpected threats to...

 

Thursday, July 18, 2019

If there’s one thing we can guarantee in life, it’s that there are no guarantees. Whether it’s a natural disaster, divorce, or a death in the family, life can be very unpredictable. And unexpected upheavals like this...

 

Friday, July 12, 2019

Whether it’s that we don’t want to think about our lives ending, feel that it doesn’t seem necessary, or believe it’s too costly, estate planning is one of those tasks that most of us continually put off. In...

 

Saturday, June 22, 2019

Having hit both record highs and record lows, it’s no secret that the markets have been a bit chaotic lately. Nevertheless, whether the markets steady or become increasingly erratic, there are two key facts vital to remember....

 

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Wednesday, June 5, 2019

We all know that time flies, and 2019 has been no exception to that rule! Now that we’ve passed the halfway point of this year, how are the economy and markets faring following the tumultuous and exciting end to 2018? Let’s...

 

Friday, May 10, 2019

You may consider your life pretty risk free if you don’t do things like race cars or skydive. But the truth is, whether we are aware of them or not, we all take risks every day. And while taking risks is required in life and not...

 

Saturday, May 4, 2019

You may not chart your retirement account or review stock market updates regularly, yet chances are you still noticed that 2017 was a banner year for stocks. And 2018, while slightly more suspenseful, continued to doll out record highs...

 

Saturday, May 4, 2019

Located in southeastern Louisiana, Slidell, a friendly and quiet community surrounded by rivers and bayous, is a wonderful place to live. Nature lovers can enjoy the nearby Pearl River Wildlife Management Area, where locals go fishing,...

 

Wednesday, April 10, 2019

As a medical professional, you face plenty of challenges throughout your day. If you are a dentist, you may struggle to balance running the administrative side of your business with growing your patient list and continuing your...

 

Thursday, March 21, 2019

When you think about it, there are hundreds of insurance policies that cover anything and everything for all walks of life. There are policies that will cover travel plans. Or liability for a small business. Even pets are included in...

 

Tuesday, March 5, 2019

About one in six Americans are currently receiving Social Security benefits, most of them retirees. Born out of the need for a safety net during the Great Depression, it is now the major source of income for at least half of the...

 

Wednesday, February 20, 2019

Have you ever fought with your significant other about money? Even if arguments are rare, your relationship has probably felt the tension that finances can cause. A study from the American Psychological Association found that money was...

 

Friday, February 8, 2019

Everyone seems to be raving about these so-called “HSAs”: pre-tax contributions, tax-free growth, and tax-free withdrawals for medical expenses. It almost sounds too good to be true. There’s just one problem. Most...

 

Friday, February 1, 2019

It would be an understatement to say that many of us live fairly fast-paced lives. Our families and careers require much of our attention and by the time we get a chance to relax, we hardly feel like turning to our to-do lists. But...

 

Thursday, January 3, 2019

In our opinion, the benefits of establishing sound money habits and strong financial literacy at a young age are immeasurable. We believe that it should be a priority of every parent to teach their kids about money. No matter what...

 

Saturday, December 15, 2018

With the holiday season in full swing, our team at Harbor Wealth Management would like to take this opportunity to wish you and yours a happy holiday and a wonderful new year! We are grateful to have clients like you, and we appreciate...

 

Monday, December 10, 2018

If you’re like most Americans, you spend the month of December neck-deep in Christmas parties, shopping for gifts, and planning for travel. As a result, the last thing you want to think about is taking care of your finances. But...

 

Wednesday, November 28, 2018

Planning for retirement is arguably the most important financial action you will take in your life. Retirement planning is much more than just making sure you have enough money in the bank to pay rent and go on some trips in your...

 

Tuesday, November 20, 2018

Happy Thanksgiving from our team at Harbor Wealth Management! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your...

 

Wednesday, October 17, 2018

Do you ever feel overwhelmed when trying to choose a doctor, a contractor, or another business professional? How can you know if you’ll like them or work well with them? And with so many choices, how do you narrow it down to...

 

Friday, October 5, 2018

If you had to take a wild guess, how much money do you think you will need to have a comfortable retirement? If you guessed $1 million, you are on the same page as more than half of Americans who responded to a survey conducted by...

 

Tuesday, September 25, 2018

As a medical professional, planning for retirement can be frustrating. Sure, you make good money but you have a lot of debt to pay off and after getting through all your schooling, you’re about 10 years behind. If you understand...

 

Saturday, September 22, 2018

When the federal government created 401(k) plans, they wanted to make sure that they would benefit everyone. They were worried that some business owners might manipulate the system so that they and other key people could save for...

 

Wednesday, August 29, 2018

For many of us, saving for retirement is much like a Sudoku puzzle. Lots of numbers to digest and plenty of options. With 401(k), 457 and 403(b) plans out there, what’s a person to do? While this numbers game can be intimidating,...

 

Wednesday, August 22, 2018

As a physician at a local hospital, my wife has three different retirement account options available to her through her employer. While I think it’s great that they’re providing these avenues for their employees to save for...

 

Friday, July 20, 2018

We face risk every day and often go about our lives blind to it until the unexpected happens. But when it comes to your money, unexpected isn’t always good. Do you know how much risk you can handle in your investments? More...

 

Wednesday, July 11, 2018

When you look at your overall financial picture, what do you see? Do you have a unified, strategic, and focused portfolio with every piece of the puzzle working together to get you to a specific goal? Or, do you have a 401(k) here, an...

 

Thursday, June 14, 2018

When was the last time you felt guilty about making an extravagant, unplanned purchase? Have you ever felt sick to your stomach when an unexpected expense comes up? Or maybe you’ve let fear of failure keep you from investing or...

 

Friday, June 8, 2018

Imagine you had a magical afternoon with no plans. Would you fill that time by organizing your finances? Probably not, since four in ten Americans admit that they prefer not to think about money at all. (1) But when you don’t...

 

Friday, May 25, 2018

Have you ever made a decision, and then second guessed yourself when life situations changed? While it’s important to revisit goals and strategies for any part of your life, it’s even more critical for your finances. For...

 

Wednesday, May 2, 2018

Are you confident about your retirement prospects, or does a review of your savings leave you feeling anxious? According to the Employee Benefit Research Institute’s 2016 Retirement Confidence Survey, only 21% of American workers...

 

Thursday, April 12, 2018

Most of us know that we need to maximize our retirement savings so it lasts as long as we are alive. We also know that one of the ways to do this is to minimize debt so that we aren’t using our precious nest egg to pay off loans....

 

Thursday, April 5, 2018

When planning for the future, many people neglect to consider life insurance’s role in their financial strategies. Instead, they focus on growing their wealth and neglect to take the steps to protect and preserve their assets. In...

 

Saturday, March 24, 2018

We take risks every day, even if we don’t realize it. We may drive too quickly or leave something valuable in our cars or buy a new product without doing any research on it. It’s impossible to avoid risk, but when it comes...

 

Friday, March 9, 2018

Almost 62 million people depend on Social Security in one way or another. Born out of the Great Depression as a retirement safety net, it has grown to cover 96% of Americans. In 2017, the Social Security Administration paid out $955...

 

Wednesday, March 7, 2018

At Harbor Wealth Management, I help a lot of small business owners. In our meetings, we discuss the whole breadth of their challenges, worries, and dreams for the future. In fact, as a small business owner myself, I can really relate...

 

Tuesday, March 6, 2018

The markets took a big dip in early February, with the DOW losing 1,500 points for the first time in a single day and the S&P 500 down more than 4%. The CBOE Volatility Index, which measures fear in the market, saw its biggest one day...

 

Tuesday, February 6, 2018

Would you rather file your taxes or go without your phone for a week? If you dread tax season as much as 28% of Americans, you’d probably voluntarily give up your cell phone just to avoid it. But since taxes are inevitable, the...

 

Friday, January 19, 2018

If you followed the markets at all last year, you know that it was one of record highs. The Dow closed the year over 24,000 and the S&P 500 reached a high of over 2,700. (1) And then there’s the fact that we’re experiencing...

 

Thursday, January 4, 2018

On Wednesday, December 20, 2017, the House passed a tax bill, which will be signed into law by President Trump. Since the campaign trail, President Trump has promised tax reform and this bill entails a number of changes to the U.S. tax...

 

Wednesday, December 20, 2017

When’s the last time you purchased something without seeing it first or knowing what to expect? You most likely haven’t. You wouldn’t buy a car without seeing it first, nor would you purchase an insurance policy...

 

Wednesday, December 13, 2017

We know that time doesn’t slow down for anyone, but it’s hard to believe it’s almost 2018! The last few weeks of the year fly by, and while we all have enough on our plates, make sure you don’t let your finances...

 

Wednesday, December 13, 2017

This time last year, did you make any resolutions to put your finances first for 2017? If so, you’re not alone. Finance-related resolutions are the third most popular New Year’s resolution (following self-improvement and...

 

Friday, November 3, 2017

They say the only constant in life is change. On a regular basis, things in our lives change—some of which are beyond our control. The markets are volatile, our interests change, our families grow, a new job opportunity presents...

 

Thursday, October 19, 2017

If you’re like more than half of Americans, you are probably excited about your retirement years. (1) It’s a milestone that we often start thinking about as soon as we enter our working years, and many of us relish the idea...

 

Tuesday, September 12, 2017

If you have a credit report (and most of us do), there’s a good chance that you were one of the estimated 143 million Americans affected by the recent Equifax Data Breach. If you have been affected, it’s important to be...

 

Wednesday, September 6, 2017

A financial advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. As a result, it can be incredibly overwhelming to find an advisor you trust and...

 

Wednesday, September 6, 2017

People often ask me why I entered this industry and became a financial advisor. Like many people, I didn’t grow up knowing what I wanted to be or what I wanted to do with my career. What I did know is that I enjoyed working with...