The Harvest Times

Explore The Harvest Group’s latest blog posts, expert advice, news, and commentary. Learn more about the features of our innovative blog here.

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

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The Harvest Group’s Laurie E. Ingwersen to Mentor Aspiring Women Financial Planners as Part of CFP® Board’s WIN-to-WIN Program Boston, MA – Laurie E. Ingwersen, Senior Wealth Management Advisor at financial advisory and wealth management firm, The Harvest Group, will serve as a mentor in the Certified Financial Planner™ (CFP®) Board’s WIN-TO-WIN mentoring program. WIN-to-WIN is a volunteer service designed to guide and support prospective female CFPs®, ensuring that women interested in financial planning understand the unique benefits of CFP® certification and have guidance through the process. Ingwersen noted, “I am thrilled and honored by the opportunity to serve as a...

Fundamental Analysis vs. Technical Analysis: Combining Them for Optimal Results

The Harvest Group's Insight

Todd M. Ingwersen, Managing Partner, Senior Wealth Management Advisor, and Chief Investment Strategist, explains why fundamental analysis and technical analysis can be used in tandem to navigate the complex financial markets. 


Article Excerpt:

Todd M. Ingwersen, Managing Partner, Senior Wealth Management Advisor, and Chief Investment Strategist, explains why fundamental analysis and technical analysis can be used in tandem to navigate the complex financial markets. Read the article here.

Advising Divorcing Women

The Harvest Group's Insight
Laurie E. Ingwersen, Managing Partner and Senior Wealth Management Advisor, reviews the seven essential estate planning tools. Read the article here.


Article Excerpt:

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, potential future income and retirement savings if they leave the workforce to raise a family. For these reasons, it’s crucial for financial advisors to help women make their own financial needs a priority and create a solid retirement savings plan. Laurie E. Ingwersen, Managing Partner and Senior Wealth Management Advisor with The Harvest Group, outlines the seven essential estate-planning tools to provide...

Six Ways Millennials Are Changing Charitable Giving

The Harvest Group's Insight

People don't need to wait until they near retirement to include charitable giving as part of a financial plan.


Article Excerpt:

Digital innovation plays a key role.

This Plan Allows Doctors to Save More for Retirement

The Harvest Group's Insight
Laurie E. Ingwersen, Managing Partner and Senior Wealth Management Advisor, explains how cash balance pension plans allow doctors to save more than the 401(k)/profit sharing maximum. Read the article here.


Article Excerpt:

Laurie E. Ingwersen, Managing Partner and Senior Wealth Management Advisor, explains how cash balance pension plans allow doctors to save more than the 401(k)/profit sharing maximum. Read the article here.

The Forgotten Key to Successful Wealth Management: Non-Investment Financial Management

The Harvest Group's Insight
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 Management. Read the article in Money Inc.com.


Article Excerpt:

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 Management. Read the article in Money Inc.com.

One Money Question to Rule Them All: How Much Is Enough?

The Harvest Group's Insight

It comes down to aligning spending (or the ability to spend) with your values.


Article Excerpt:

We can get an idea of what to us feels like enough money by getting a baseline on spending and quantity, then homing in on quality.

How to Prevent Feuds Among Heirs

The Harvest Group's Insight

Complex family dynamics are one reason estate planning is critical.


Article Excerpt:

A new report by BMO Wealth Management gives some suggestions about estate planning.

How Much to Save for Health Care in Retirement

The Harvest Group's Insight

Although it's one of the hardest expenses to plan for in retirement, health care could also be the biggest.


Article Excerpt:

Young or old, it’s crucial to plan for steep medical expenses ahead.