Blog

A Pandemic and Peace of Mind

There is no question that the entire world is in an unprecedented situation.  The globalization of modern times makes the current pandemic both a critical health crisis and an economic upheaval on a massive scale. We are all in uncharted waters and relying on both experts and each other for solutions. And, of course, there are no easy solutions.

No-Fee Financial Planning!

During a recent meeting a prospective client told me he found Safe Harbor while researching "no-fee" financial planners. I hated to correct him but I had to let him know that I thought he meant a fee-only planner and he agreed that was right.

A Resolution…and a Gift!

A guest post from our legal affiliate, Reilly Law, PLC.

Inside Target Date Funds: Some Myths and Misconceptions

An “average Joe-anna’s” take on target date funds

[A guest blog by Safe Harbor’s own Susanna Johnson]

Slow, Steady, and Sustained…My Approach to Running and Saving

As I was wrapping up my morning routine today, I considered skipping my workout to get into the office a bit earlier. This is a recurring discussion with myself. Fortunately, my workout self usually wins the debate by reminding my slacker self how much better I feel and how much more productive I am after I workout.

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:

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