Gain from an independent perspective.
Harvest Financial is an independently owned financial consulting firm whose principals have more than eighty years of combined experience providing dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Harvest Financial has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Three Key Questions to Answer before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Six overlooked tax deductions to help manage your tax bill.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you have causes that you want to support with donations? Here are three tips.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What does your home really cost?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.