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Harbour Trust Newsletter: February 2019 

Part 3

Know Your Mutual Funds

Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors; other goals included saving for college or a house, building an emergency fund, or providing current income.1

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Harbour Trust Newsletter: February 2019

Part 2 

Tax Scams to Watch Out For

While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it's in your best interest to always be vigilant so you don't end up becoming the victim of a fraudulent tax scheme.

Here are some of the more common scams to watch out for.

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Harbour Trust Newsletter: February 2019

Part 1

Hidden Gems: HSAs in Retirement

When saving for retirement, you're probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type of tax-preferred account that may prove very useful, not only during your working years but also in retirement: the health savings account (HSA).

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Harbour Trust Newsletter: January 2019

Part 5

Can a flexible work schedule help you stay in the workforce after having children? 

Yes, it just might be the key. Your job is the foundation for general financial security, including retirement. In addition to providing you with a steady salary and valuable employee benefits, it typically brings with it the ability to save in a tax-advantaged employer-sponsored retirement plan like a 401(k), and if you're lucky, a pension. It also allows you to start qualifying for Social Security retirement benefits.

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Harbour Trust Newsletter: January 2019 

Part 4 

Women: Are you planning for retirement with one hand tied behind your back?

Women can face unique challenges when planning for retirement. Let's take a look at three of them.

First, women frequently step out of the workforce in their 20s, 30s, or 40s to care for children — a time when their job might just be kicking into high (or higher) gear.

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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