retirement planning

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.

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]

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.

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.

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