savings

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.

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:

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.

"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.

Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of retirement provide by guaranteed pension payments, savings, and Social Security.

The Humorous Side of Retirement – Part 2

It's my belief that humor can be motivating, draws us together, and allows us to view our lives from another's perspective. I hope you enjoy this assortment of quotes relative to how others have viewed being retired.

“Two weeks is about the ideal length of time to be retired.” – Alex Comfort

The Humorous Side of Retirement

 

It's my belief that humor can be motivating, draws us together, and allows us to view our lives from another's perspective. I hope you enjoy this assortment of quotes relative to how others have viewed retirement.

“The best time to start thinking about your retirement is before the boss does.” - Anonymous

Using Life Insurance to Maximize Pension Options

One of the most fundamental tenets of financial planning we faithfully apply in our work with our clients is to Plan for the Expected, and Prepare for the Unexpected. Our many years in practice have provided us with continuous reminders that life-unexpected happens with the potential to derail the best laid plans for the expected.

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