retirement planning

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.

Making the Long Term Care Decision That’s Right for You

For most of us the conversation isn’t whether or not we’ll need long term care, but rather when. According to the U. S. Department of Health and Human Services as many as 70% of those turning 65 years of age are likely to require long-term care, meaning that it probably makes sense to start planning for this as an eventuality rather than a possibility.

Planning for Long Term Care

As we age, the odds of incurring an injury or major illness that will prevent us from performing simple daily functions increase substantially. Today, one in three people over the age of 65 will require assisted care of some sort. Past age 75 the odds increase to where one in two will need nursing care.

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