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Latest News from the Harbor...

Thank you for visiting Safe Harbor!  Please, check out our monthly articles posted below as well as browse our other links available throughout our website.

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Featured Articles of the Month: (Feburary 2010) ________________________________________________________

HOT TOPIC: Does the Estate Tax Have a Future?
For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Are You Making These Cash Mistakes?
With interest rates at historic lows, what should you do with the money you save?

Patching the Alternative Minimum Tax
The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Tips for Healthy Life Insurance
If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

What Does a Fed Chairman Do?
The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Don't Forget the World
If your portfolio doesn't include some global equities, it may be missing a key dimension.  

 

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Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Lease Payment

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Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

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