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Happy New Year

 

Celebrate!

 

 

Wishing you a year of good health, happiness, and success.

 

 

Mike Hackett
Harbour Trust & Investment Mgmt

 

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Qualified Charitable Distributions: Using Your IRA to Give from the Heart
QCDs satisfy all or part of any RMDs that you would otherwise have to take from your IRA. Better yet, QCDs are excluded from your income.

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Take This Quiz: The Social Security Retirement Earnings Test
Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test.

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For College Savings, 529 Plans Are Hard to Beat
529 plans are a unique college savings vehicle, so it's no surprise why total assets in 529 plans have grown steadily since their creation over 20 years ago. Here is what makes these plans so unique.

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Protecting Yourself Against Identity Theft
There are steps you can take to protect yourself against identity theft.

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What can I do with old or unwanted gift cards?
Find out how you can make use of old or unwanted gift cards.

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Happy Thanksgiving
  A Season of Gratitude  
 

Wishing you and your family good health and happiness as you celebrate Thanksgiving.

 
  Mike Hackett
Harbour Trust & Investment Mgmt


 

 

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Three Regrets of Retirees
Considering the regrets of current retirees may help you avoid the same mistakes.

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Ten Year-End Tax Tips for 2019
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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Tips for Managing Your Holiday Spending
The holidays offer nearly limitless opportunities to overspend. Here are tips to help you make sure your spending remains in check.

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What are continuing care retirement communities?
Continuing care retirement communities offer seniors the opportunity to age in place.

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Do independent living communities differ from CCRCs?
There are some important similarities and differences between independent living communities and CCRCs.

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Building Relationships

As a small nonprofit, we are proud to work with Harbour Trust. They not only manage our investments wisely, but also exhibit great dedication to our region. The Harbour Trust team believes in working together as a community to improve our quality of life.

— Save The Dunes Conservation Fund - Northwest Indiana Not For Profit

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Security

As an independent Trust Company we have been granted a charter of operation from the Indiana Department of Financial Institutions...

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Our Location

1024 N Karwick Road
Michigan City, Indiana 46360
Business: 219.877.3500
Toll Free: 888.649.8969
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