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
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
A guest post from our legal affiliate, Reilly Law, PLC.
This is the time of year when folks are trying to find the perfect gifts for their loved ones and are
An “average Joe-anna’s” take on target date funds
[A guest blog by Safe Harbor’s own Susanna Johnson]
Set it and forget it! That sounds like my cup of tea
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
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
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
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
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
Didi Dorsett, Associate Financial Planner at Safe Harbor, makes the following confession:
As I wrapped up a financial planning presentation with clients last
