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Harvest Asset Group

Financial Advisors in Portland, ME

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Retirees

Pre-Retirees, Retirees · December 10, 2022

Take Advantage of Increased Contribution Limits for Retirement Plans in 2023

There is a silver lining to high inflation: increased retirement plan contribution limits. Here’s what you need to know.

Pre-Retirees, Retirees · January 11, 2022

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, […]

Pre-Retirees, Retirees · October 27, 2021

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 […]

Pre-Retirees, Retirees · July 15, 2021

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 […]

Pre-Retirees, Retirees · June 23, 2021

5 Important Things To Consider About Long-Term Care Planning

By Michael Donahoe Taking some risks in life can be exciting, but there are certain things in life you don’t want to gamble with. When it comes to your retirement savings, how you raise your kids, or your health, for example, you want as little risk as possible. Some risks are obvious, but one risk […]

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Phone: (207) 775-1151 Email: info@harvestassetgroup.com
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