There is a silver lining to high inflation: increased retirement plan contribution limits. Here’s what you need to know.
Pre-Retirees
Understanding the Costs & Benefits of Hiring a Financial Advisor
It seems like everywhere you turn, there are commercials, advertisements, and articles urging you to hire a financial advisor. They always talk about how important it is to plan for the future and maximize your returns, but few (if any) stop to talk about the costs of hiring a financial advisor. At Harvest Asset Group, […]
What Is a Fee-Only Financial Advisor & Why Does it Matter?
By Michael Donahoe You’ve decided to find a financial advisor to partner with on your journey to financial success—congratulations! During your search for a financial advisor, you’ve probably come across the term “fee-only.” This term is usually used to describe registered investment advisors (RIAs), who provide services and planning that, by law, can only be […]
The 3 Biggest Financial Mistakes I See
By Michael Donahoe As a financial advisor, I see common mistakes time and time again. These mistakes are often not out of carelessness, but from a lack of understanding of how various financial tools and accounts work. Education is key to reaching financial goals. While most clients come to us with money already invested in […]
Social Security Claiming Strategies for Single, Divorced & Widowed Women
By Michael Donahoe A lot of pieces must fit together to achieve a comfortable retirement, and an important piece of that puzzle is Social Security. Even if you won’t be relying on it to pay the bills during your golden years (thanks to your nest egg), don’t overlook Social Security. After all, those benefits are […]
