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Why Medicare Should Be Part of Your Retirement Strategy
By Marilyn Evans Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original...
Succeeding at Business Succession
By Marilyn Evans 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...
What Is a Roth 401(k)?
By Marilyn Evans 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...
Five Most Overlooked Tax Deductions
By Marilyn Evans 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...
What Do Your Taxes Pay For?
By Marilyn Evans 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...
Does your financial portfolio meet your retirement lifestyle?
By Marilyn Evans Does your financial portfolio meet your retirement lifestyle? As a retiree, how you choose to live in retirement may be an additional factor to consider when building your portfolio. If you have a portfolio that isn’t meeting your expectations,...
Charitable Giving: Smart from the Heart
By Marilyn Evans 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...
Insuring Your Business Against Cyber Liability
By Marilyn Evans 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...
How Women Can Prepare For Retirement
By Marilyn Evans When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to age 86½. Given these...
Rightsizing for Retirement
By Marilyn Evans Are you looking to retire and don’t know whether to stay in your current home? What does your home really cost you? You might be surprised. Click to view video Contact(505) 563-5705(505) 563-5501Mevans@harvestmoonwealthadvisors.com6565 Americas...
Prevent a Rift: Money Tips for Newlyweds
By Marilyn Evans What is one of the biggest things couples argue about? Money. At Harvest Moon, we think the best time to start planning for your family’s future is right at the start. Here are some lifestyle tips to help newlyweds. And if you’re looking for more pro...
Managing an Inheritance
By Marilyn Evans Are you inheriting money or expect to? Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. This article may help....
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