by Sowell | Apr 12, 2022 | Retirement
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...
by Sowell | Mar 29, 2022 | Retirement, Tax
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...
by Sowell | Jan 26, 2022 | Retirement
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, Harvest Moon is happy...
by Sowell | Oct 20, 2021 | Retirement
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 projections, it...
by Sowell | Sep 21, 2021 | Retirement
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 Phone (505) 269-0817 Email Mevans@harvestmoonwealthadvisors.com Location 6565 Americas...
by Sowell | Jun 15, 2021 | Retirement
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 start a new...
