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Estate Planning for Pets: How to Protect Your Furry Friends
Pet lovers will appreciate this one. It’s so easy to overlook our animals when creating an estate plan, but they depend on us — and they deserve a safety net too. This article walks through pet trusts, caretaker instructions, and simple steps to ensure your furry...
Women and the Venture Capital Gap
It’s inspiring to see how far women have come in leadership and economic strength — but some areas still lag behind. Venture capital is one of them. The numbers in this article are eye-opening, and frankly, a little frustrating. But they also highlight why these...
2024 Most Affordable Places To Retire
If you’ve ever daydreamed about where you might want to live in retirement, this article is such a fun place to start. It highlights affordable cities, lifestyle perks, and why some areas are gaining popularity with retirees. Even if you’re not looking to move, it’s...
AI Tools Changing Retiree Entrepreneurship
I find it so inspiring when people step into new ventures later in life, and AI tools are making that even more possible. This article explains how retirees can use technology to simplify tasks, organize ideas, and make starting a small business or consulting gig a...
How to Live for Today, Plan for Tomorrow
Balancing everyday expenses with long-term goals is something we all work on. This article offers thoughtful reminders about staying organized, setting priorities, and giving yourself grace when life feels overwhelming. It also underscores how helpful outside support...
Navigating Retirement Pitfalls
Even the best planners can miss a detail or two — it happens to all of us. I shared this article because it walks through some of the common retirement “missteps” in a really approachable way. Understanding these ahead of time can help you avoid unnecessary stress and...
Why Do Renters Have to Save More?
The choice between renting and buying affects more than just your monthly budget — it can shape your long-term retirement outlook too. This article gives a helpful overview of why renters may need to save differently and what factors are worth paying attention to....
Retirement Accounts When You Change Your Job
Did you change, or are you thinking about changing jobs, with funds in a retirement account? You have options and a financial advisor can help you sort through them – before you pay related taxes. This informative, quick video explains the options. This video...
FIRE Retirement
Heard the buzz about FIRE retirement but wondered what it means? Well, it’s Financial Independence, Retire Early, and it’s not an easy thing to do. Here’s a quick article that explains it. If it is something you are considering, Harvest Moon suggests first talking...
Retiring Earlier Than Expected? What To Know
About 56 percent of workers aged 50 and over have faced some sort of unplanned departure from work for various reasons, ranging from health issues or caring for an infirm relative to redundancy. Read more about how to face the future when this happens. Many Americans,...
Insurance Needs Assessment: For Empty Nesters and Retirees
One area where financial planners help clients is with their insurance. And insurance needs change over time. If you’re an empty nester, or a retiree, it may be time to review what your insurance covers, and when. With the children now out of the house, financial...
Healthcare Costs in Retirement
A retired household faces three types of healthcare expenses, and it’s important to know what they are. After all, the more you know, the more accurately you can prepare. In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all”...
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