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Latest News from the Harbor...

Thank you for visiting Safe Harbor!  Please, check out our monthly articles posted below.  If you have any questions, please contact us, toll free, at 800-809-2599. 

Featured Articles of the Month: (July 2009) ________________________________________________________

HOT TOPIC: Looking for a Recovery in Odd Places
Are signs of an economic recovery showing up in hemlines and lipstick sales?

Get Your Retirement Reality Check
A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Higher Education Pays, But So Will You
It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

It's Not Too Late to Consider Life Insurance
Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

Good Care Begins Early
Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Stalking the Mighty Consumer
Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

 


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Calculators

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Newsletters

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

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.

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