All Harvest Times Blog


Asset Protection

February 21, 2018

Asset protection planning is one of the cornerstones of any successful wealth management strategy. Lawsuits, taxes and unforeseen events must all be factored into the equation. The following piece on asset protection provides a detailed breakdown of how you can protect you and your family against potential future creditors.

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401(k) Plans: The Basics

February 14, 2018

With tax season just around the corner, many Americans are looking to take advantage of tax savings in pursuit of their retirement goals. The following piece provides a crash course on 401(k) plans so you can start maximizing tax benefits sooner rather than later.

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Market Month: January 2018

February 13, 2018

January was a record-setting month for Wall Street. The following article provides a detailed breakdown of the market’s performance, as well as key economic indicators spanning housing, manufacturing and trade.

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Helping Clients Understand the RMD Rules for Retirement

February 7, 2018

As a financial advisor, it’s important to be sure that your clients have all of the essential information regarding Required Minimum Distributions to ensure that they don’t make expensive mistakes. Anyone over the age of 70.5 that has an IRA account needs to understand how RMDs affect their retirement withdrawal strategy. Roger Ingwersen, Managing Partner and Founder of The Harvest Group discusses some important considerations in the following article.

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Getting Help from a Financial Professional

January 29, 2018

Planning for your financial future can be a daunting task, especially if you’re at a crossroads or facing major life events. Luckily, a financial professional can quickly step in to get your savings and peace of mind back on track. The following article provides a list of the important role a financial professional can play in helping you build your financial future.

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Have You Checked Your Retirement Plan Lately?

January 26, 2018

Retirement planning is a long-term goal, but short-term changes can affect how we get there. If you’ve experienced any life changes, it’s important they be reflected in your retirement plan. A refresher on your risk tolerance, monthly savings amount and asset selection can help you stay on track. The following article provides good tips for re-examining your retirement plan.

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Handling Market Volatility

January 19, 2018

Although we might not realize it today, the financial markets can be difficult to stomach. Volatility is often part and parcel of investing, but it doesn’t have to overwhelm you or your portfolio. The following article provides important tips for devising a well-balanced portfolio that can safeguard against market turbulence.

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Funding Your Future with a Fixed Annuity

January 19, 2018

Fixed annuities are a potentially lucrative investment opportunity, but are not for everyone. Things like tax implications, time horizon and overall retirement goals must be taken into account before venturing down this road. In the following article, the author provides an overview of how annuities work and when they may be appropriate.

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Don’t Underestimate the Importance of a Written Financial Plan

January 16, 2018

President Dwight D. Eisenhower once said, “Plans are nothing; planning is everything.” This holds especially true for personal financial planning as Roger Ingwersen points out in his article in Money, Inc. Learn how to create a robust plan to ensure your secure financial future.

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