Blog

Roth Conversion in 2020 - Is It Right For You?

Laurie Ingwersen, CFP®, CRPC®, CDFA™, CBC

Tuesday, May 26, 2020

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing...

On September 18th, The Harvest Group traded in their office attire for a day of manual labor at the Habitat for Humanity of Greater Boston. We worked tirelessly throughout the day to put up as much siding as we could! We were very...

The Harvest Group Launches Harvest Wealth Management for Life™, a Comprehensive, Personalized Wealth Management Solution for Individuals, Families, and Family Businesses Firm also launches new corporate website and industry blog...

The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), has been shortlisted for the Family Wealth Report Awards in the category of “Family Office Management Consultancy.”...

The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that it has joined the Association of Financial Educators (AFE), a national speakers bureau for financial...

The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), has launched The Harvest Advisor Group, a dedicated program to help veteran wirehouse financial advisors transition to...

The Harvest Group’s Laurie E. Ingwersen, CFP®, CRPC®, CDFATM, CBC to Lead Boston Chapter of The W Source™ Boston, MA, June 4, 2018 – The Harvest Group Wealth Management, LLC, a family-owned, independent...

The Harvest Group’s Roger H. Ingwersen, CFP®, CIMA®, CRPC® Named to the Prestigious Forbes Best-In-State Wealth Advisors List Boston, MA, May 29, 2018 – The Harvest Group Wealth Management, LLC, a family-owned,...

By Robert Weisman GLOBE STAFF MAY 02, 2018 Jim Roosevelt stepped down as Tufts Health Plan’s chief executive when he was 70, about five years beyond what people used to think of as the traditional retirement age. Two-and-a-half...

For many financial advisors, the stakes seem higher when the client is a family-owned business. Not only do these advisors need to understand the fundamentals of the business itself and the family’s vision for its future, but...

The Harvest Group’s Laurie E. Ingwersen, CFP®, CRPC®, CDFA(TM), CBC Receives 2018 Outstanding Women of Family Business Award from Family Business Association Boston, MA, March 12, 2018 – The Harvest Group Wealth...

It’s important to be sure that your clients have all of the essential information regarding RMDs to ensure that they don’t make expensive mistakes. Read more on Think Advisor.

The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), has been shortlisted for the Family Wealth Report Awards in the category of “Innovative Client Solution.”...

Boston, MA, December 18, 2017 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), was pleased to support a fundraiser for The Ellie Fund, a non-profit organization that...

The Harvest Group’s Senior Wealth Management Advisor, Laurie E. Ingwersen, CFP®, CRPC®, CDFA(TM), Earns Cash Balance Consultant (CBC) Certificate Boston, MA, December 18, 2017 – The Harvest Group Wealth Management,...

Waltham-Based RIA, The Harvest Group, Responds to Morgan Stanley’s Withdrawal from the Broker Protocol by Vowing to Help Advisors Go Independent BOSTON, MA–(Nov 6, 2017) – The Harvest Group Wealth Management, LLC, a...

The Harvest Group Celebrates One-Year Anniversary as a Family-Owned, Independent RIA Boston, MA, October 2, 2017 – The Harvest Group Wealth Management, LLC, a multigenerational family team of CERTIFIED FINANCIAL PLANNERS™,...

Invitation to Attend A Social Security and Medicare Discussion, September 13 On Wednesday, September 13, Harvest Wealth Management for Life™ presents A Social Security and Medicare Discussion. Special guest speakers will address...

Thanks to the Backpacks for Kids Foundation, hundreds of backpacks will soon make their way to less fortunate children around Boston and Metrowest. Laurie Ingwersen Moghaddam is grateful for the opportunity to be involved with the...

Laurie E. Ingwersen to Mentor Aspiring Women Financial Planners as Part of CFP® Board’s WIN-to-WIN Program The Harvest Group’s Laurie E. Ingwersen to Mentor Aspiring Women Financial Planners as Part of CFP®...

Fundamental Analysis vs. Technical Analysis: Combining Them for Optimal Results Todd M. Ingwersen, Managing Partner, Senior Wealth Management Advisor, and Chief Investment Strategist, explains why fundamental analysis and technical...

A 38% divorce rate and women’s life expectancy averaging five years longer than men mean that 80% to 90% of women will be solely responsible for their finances at some point. Additionally, women are faced with losing wages,...

Roger H. Ingwersen, Managing Partner and Senior Wealth Management Advisor, explains how true Wealth Management is composed of three critical, related pieces: Investment Management, Non-Investment Financial Management, and Relationship...

Roger Ingwersen, a navy veteran of the Vietnam War who grew up on a farm near Oxford Junction, traveled to his home town for Memorial Day weekend. He and others came together “to remember and to honor the service and sacrifice...

The Harvest Group welcomes Matthew Montella to the team as a Junior Financial Analyst. As a Junior Financial Analyst, Montella provides research insight and financial data analysis. He works with Todd M. Ingwersen, CFP®, CIMA®...

Alden Witman Obtains His CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification The Harvest Group’s Wealth Management Advisor Alden Witman Obtains His Certified Financial Planner™ (CFP®) Certification Boston, MA,...