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Paralyzed by Fear or Uncertainty? Make a Plan!

As I meet with clients to present their financial plan, it is common to sense a figurative (and often literal) sigh of relief at the meeting’s end. Admittedly, some may just be glad to have survived the long presentation, but I’m fairly certain that most are relieved to have a path forward.

Thinking About Retiring from Federal Service in 2017?

It should come as no surprise that many of our clients are federal employees and current or former military servicemembers. After all, Safe Harbor Financial Advisor's home office is in Occoquan, Virginia, just a short drive from our nation's capitol and the Pentagon, and SHFA's two resident financial planners are both military retirees.

If Only All of Life’s Critical Issues Could be Resolved by “Pokemon Go!”

As I write this I can see what can only be described as a swarm of 20-somethings wandering around Occoquan, the quaint small town where our office is located, with their smart phones leading them to and fro.

Financial Advisor “Star Search:” Is there a way to truly assess financial professionals?

Even those who don’t watch so-called reality television programs know that a common theme is to allow contestants to demonstrate their talents in an effort to win the grand prize and hopefully move on to a rewarding career after the show.

Powerball Confessions of a Personal Financial Planner

Didi Dorsett, Associate Financial Planner at Safe Harbor, makes the following confession:

Advisors Reassuring Jittery Clients Amid A ‘Nutty Market’

Safe Harbor's "of counsel" Senior Planner Frank Boucher, of Boucher Financial Planning Services, was recently quoted in an article about the current market conditions.

Zeroing in on Mutual Fund Expenses

At Safe Harbor we believe that the key to successful long term investing is maintaining an appropriate asset allocation among stocks, bonds, and cash reserves that is congruous with risk tolerance, time horizons, and return requirements.

Brief thoughts on paying for financial advice -- why should it be different than paying for other professional services?

Would you be comfortable if your doctor was receiving commissions from drug companies for your prescriptions?

How would you feel if your accountant based his or her compensation on how much money you have rather than on the work they perform for you?

"Stuff," Money, and Music

I think it is safe to say that for anyone who has spent time cleaning out someone’s house after a life changing event the words “I wish [Mom and Dad/Grandma/Aunt Mildred, etc.] had more stuff!” have never been uttered.

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