investments

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.

The IRA Cheat Sheet for 2013

We're just a month away from the mid-year point, believe it or not.  As a half-time refresher of sorts, I wanted to share some information on all things IRA.  The following infographic from Max Retire Rules covers the high-points on the four types of IRA - Roth, Traditional, Simple, and SEP

The nice thing about this piece is that in addition to covering the basics of how each IRA functions, there is also updated limit information for 2013.  This can come in handy as you contemplate your contributions now or in the future for the 2013 tax year.

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