Families in Retirement

Quick Reference

Sharing Your Treasures

Often the first step in stewardship as it relates to giving is recognizing that it all (Time, Talent and Treasure) belongs to Him anyway. With that as the foundation, I would love to share some ideas about Giving Strategies…

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement…

Financial Planning for Retirement

Join Robert Pence and Anna Dujan as they discuss retirement plans and strategies. Together they will guide you through what you can do to become successful in your financial future.

Encore Careers: Push Your Boundaries

Do you want to do more in retirement aside from relaxing and catching up on hobbies? With Encore Careers you could push boundaries, try new things, and give back in countless ways.

And the executor is…

Who do you trust to manage your money, pay your debts, and distribute your assets to your beneficiaries as stated in your will? This is a question that every person should be able to answer and it is a question that is taken seriously when it comes to yours and your families financial future and stability.

Put It in a Letter

Most people don’t spend too much time thinking about their own funeral, and yet many of us have a vision about our memorial service or the handling of our remains. A letter of instructions can help you accomplish that vision. Let’s take a look at what a letter of instruction is and how to create one.

Caring for Aging Parents

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over the age of 60 is growing. Meaning that the number of people caring for aging loved ones is increasing as well. The shifting of roles from “being taken care” of to “taking care of” can be challenging. Read about how you can strategize and be prepared to have the conversations necessary to make a smooth transition.

Mortgages in Retirement

Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start. One question many people overlook is: “Should I pay off my mortgage before I retire?” The answer is more complicated than you may think.

4 Steps to Protecting a Child with Disabilities

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost can more than double. If you’re the parent of a special needs child, it’s vital to ensure your child will continue to be provided for after you’re gone. It can be difficult to contemplate, but with patience, love, and perseverance, a long-term strategy is attainable and can help bring some peace of mind. Learn what Anna and Harvest can do for your family.

Resources built to guide you through your later years.

 

Every good financial plan leads to retirement.  But what happens when you get there?  The path during retirement is filled with questions and uncertainties.  I want to address as many of the difficult questions as possible.  Part of the goal of the content in this section is to help aid you this way.

Sharing Your Treasures

Sharing Your Treasures

Often the first step in stewardship as it relates to giving is recognizing that it all (Time, Talent and Treasure) belongs to Him anyway. With that as the foundation, I would love to share some ideas about Giving Strategies…

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement…

Financial Planning for Retirement

Financial Planning for Retirement

Join Robert Pence and Anna Dujan as they discuss retirement plans and strategies. Together they will guide you through what you can do to become successful in your financial future.

Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Do you want to do more in retirement aside from relaxing and catching up on hobbies? With Encore Careers you could push boundaries, try new things, and give back in countless ways.

Financial Planning for Retirement

And the executor is…

Who do you trust to manage your money, pay your debts, and distribute your assets to your beneficiaries as stated in your will? This is a question that every person should be able to answer and it is a question that is taken seriously when it comes to yours and your families financial future and stability.

Put It in a Letter

Put It in a Letter

Most people don’t spend too much time thinking about their own funeral, and yet many of us have a vision about our memorial service or the handling of our remains. A letter of instructions can help you accomplish that vision. Let’s take a look at what a letter of instruction is and how to create one.

Caring for Aging Parents

Caring for Aging Parents

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over the age of 60 is growing. Meaning that the number of people caring for aging loved ones is increasing as well. The shifting of roles from “being taken care” of to “taking care of” can be challenging. Read about how you can strategize and be prepared to have the conversations necessary to make a smooth transition.

Mortgages in Retirement

Mortgages in Retirement

Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start. One question many people overlook is: “Should I pay off my mortgage before I retire?” The answer is more complicated than you may think.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost can more than double. If you’re the parent of a special needs child, it’s vital to ensure your child will continue to be provided for after you’re gone. It can be difficult to contemplate, but with patience, love, and perseverance, a long-term strategy is attainable and can help bring some peace of mind. Learn what Anna and Harvest can do for your family.

2024 Tax Release Info

2024 Tax Release InfoAn important tax notification for you to consider.The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some...

Sharing Your Treasures

Healthy Family Living by Dr. Jeremy Hopkins

Healthy Family LivingPresentation by Jeremy HopkinsA presentation made during our September 2022 Client Event.This is a presentation put together by Jeremy Hopkins, who practices at Mason Family Chiropractic & Wellness.  In this video, Jeremy covers some basic...

Inflation’s Overreach

Inflation’s Overreach

What do The Dukes of Hazzard, M*A*S*H, and The Love Boat all have in common? They were top-rated television programs in 1982; the last time inflation was hovering in the 7% range. When inflation is running hot, you can feel

That’s What We Do

That’s What We Do

That's What we Do VideoWhat we do.First Trust economist, Andrew Opdyke presented this program, Progress and Perspective 2021. This engaging client event sponsored by First Trust for Harvest Investment Services clients, put one eye on the horizon while keeping a steady...

Client Event June 2021 Progress and Perspective

Client Event June 2021 Progress and Perspective

First Trust economist, Andrew Opdyke presented this program, Progress and Perspective 2021. This engaging client event sponsored by First Trust for Harvest Investment Services clients, put one eye on the horizon while keeping a steady gaze on current conditions as the economy continues to rebound from the Covid-19 pandemic. Enjoy the replay of the event right here.

Eyes on the Horizon Event | An Economic Guide to 2021

Eyes on the Horizon Event | An Economic Guide to 2021

Join me and our friend Ryan Thomas from First Trust Portfolios as we explore an economic outlook on 2021. From Covid to Elections there are unforeseen events and conflicts to challenge the most secure of us. We will address those concerns and more during this event.