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Facts About Retirement
By Marilyn Evans Centenarians – in 1980 there were 32,000 of them. Today there are more than 86,248 And 79% of them are women. Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to...
Succeeding at Business Succession
By Marilyn Evans Just over half of all family-owned small businesses don’t have a succession plan. If you are that small business owner, Harvest Moon is here for you. You have worked hard and we can ensure you retire successfully. Let us help. Succeeding at Business...
Women and Retirement
By Marilyn Evans Women face unique financial challenges and woman-owned Harvest Moon is here to help you plan a strategy that’s right for you. We’re sharing this interesting article about women and retirement. Let us know what you think. View the video ...
How to Make the Tax Code Work for You
By Marilyn Evans By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether they realized it. When you take the time to learn more about how it works, you may be...
Eight Mistakes That Can Upend Your Retirement
By Marilyn Evans Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at all. Without a...
Setting Financial Goals
By Marilyn Evans Setting short-, mid-and long-term financial goals is imperative if you want to live the life you expect for yourself now and into retirement. Harvest Moon is here to help! Retirement can have many meanings. For some, it will be a time to travel and...
Albuquerque-based Financial Advisor Celebrates 33rd Year
Harvest Moon Wealth Advisors, a wealth management firm with clients across the U.S., is celebrating three decades of service to the financial services community. In honor of the occasion, the company has rebranded it image and is tailoring its services to another...
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