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Retirement Is a Beginning

Retirement Is a Beginning

How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and psychologically fulfilling, if it gives you a strong sense of purpose and identity, then there may be a voice...

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What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12, private and religious schools. These funds can also be...

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Understanding Extended Care

Understanding Extended Care

Addressing the potential risks of extended term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 70% of people over age 65 can expect...

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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Have a 401K with a former employer? There are three choices you can make. One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices...

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Succeeding at Business Succession

Succeeding at Business Succession

Are you a small business owner who is thinking about succession planning? Good for you, because many haven’t. Here are a few tips on how to succeed at succession planning. According to the Conway Center for Family Business, family businesses account for 64% of the...

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What Is a Roth 401(k)?

What Is a Roth 401(k)?

What’s a Roth IRA? We get asked this a lot. This article answers that question in an easy-to-understand way. If you have more questions, we’re here to answer them. While many people are familiar with the benefits of traditional 401(k) plans, others are not as...

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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Here is a quick look at the five most overlooked opportunities to manage...

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What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Income taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. Here’s a brief breakdown that explains how the Federal Government spends our tax money. Taxes are one of the biggest budget items for most...

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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Are you pulled to donate to charitable organizations this time of year? If so, here are three ways to give Smart from the Heart! View Video   Contact(505) 563-5705(505) 563-5501Mevans@harvestmoonwealthadvisors.com6565 Americas Pkwy NE, Suite 200 Albuquerque, NM...

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Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

Did you know that ninety percent of small businesses in the U.S. don't protect their data from cyber-attacks. Is your business at risk? According to one study done by the US Small Business Administration, 88% of small business owners feel their business is vulnerable...

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6565 Americas Pkwy NE, Suite 200 Albuquerque, NM 87110

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