The Harvest, Family Business Solutions-

04/17/2024

Class of '77, time to choose your Medicare options. I can assist in finding the best fit for you.

03/25/2024

Not even extreme weather will keep me from getting out in the community to help people learn about healthcare.

03/25/2024

Are you turning 65?
Got questions about Medicare?
I have answers.

01/29/2024

Three reasons why life insurance is the ultimate love letter to your loved ones:

✨A safety net for dreams: Life insurance ensures that your loved ones can continue to chase their aspirations without financial burdens holding them back.

🤗 An embrace that lives on: With life insurance, you're hugging your family tight, ensuring their well-being long after you're gone.

📖 A love story for the ages: It's your way of saying, "I love you so much, I want you to be taken care of even when I can't be there."

So, let's spread the love.

09/14/2023

Thanks, Renee McCormick and Bill Stone of the Hatboro-Horsham School District, for inviting me to your recent benefits fair. It was great to connect with the educators and staff about their 403(b) and retirement planning options. Our team at The Harvest, Family Business Solutions, believes in supporting the education community and is enthusiastic about our new partnership with The Hatboro Horsham School District. “BONUS”- my intern/daughter was putting the “Family” in The Harvest Family Business Solutions, helping to facilitate and connect with our new and potential clients.

07/18/2023

Make peace of mind part of your strategy. Learn from a financial professional how life insurance with living benefits can protect you and your loved ones.

Important disclosure: Living Benefits in the event of illness may be provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.

05/31/2023

On June 13th, 6:30 PM, I’ll host my first seminar since the pandemic at the Chestnut Hill Hotel, 8229 Germantown Avenue, Philadelphia, PA 19118. If you are in the Philadelphia area and want to be confident that you are taking full advantage of what Social Security offers, join me for “Social Security: Seven Keys to Enhancing Your Benefits.” I’ll share seven keys to enhancing Social Security benefits, such as:
• Keys to help you understand Social Security basics, including when to consider taking benefits.
• Keys that take a deeper dive into Social Security, such as working in retirement
• Finally, taking the next step at this insurance sales presentation by rethinking retirement strategies
If you or anyone that you know are:
• Ages 45-70 and looking to secure your retirement.
• Looking to understand the relationship between Social Security and Medicare.
• Concerned about the impact of divorce, taxes, or working in retirement on your Social Security benefits.

Then this seminar is perfect. Register now and share it with someone you know. TC133704(023)

05/31/2023

On June 13th, 6:30 PM, I’ll host my first seminar since the pandemic at the Chestnut Hill Hotel, 8229 Germantown Avenue, Philadelphia, PA 19118. If you are in the Philadelphia area and want to be confident that you are taking full advantage of what Social Security offers, join me for “Social Security: Seven Keys to Enhancing Your Benefits.” I’ll share seven keys to enhancing Social Security benefits, such as:

• Keys to help you understand the basics of Social Security, including when to consider taking benefits.
• Keys that take a deeper dive into Social Security, such as working in retirement
• Finally, taking the next step at this insurance sales presentation by rethinking retirement strategies
If you or anyone that you know are:
• Ages 45-70 and looking to secure your retirement.
• Looking to understand the relationship between Social Security and Medicare.
• Concerned about the impact of divorce, taxes, or working in retirement on your Social Security benefits.

Then this seminar is perfect. Register now and share it with someone you know.
TC133704(023)

05/25/2023

On June 13th, 6:30 PM, I’ll host my first seminar since the pandemic at the Chestnut Hill Hotel, 8229 Germantown Avenue, Philadelphia, PA 19118. If you are in the Philadelphia area and want to be confident that you are taking full advantage of what Social Security offers, join me for “Social Security: Seven Keys to Enhancing Your Benefits.” I’ll share seven keys to enhancing Social Security benefits, such as:
• Keys to help you understand the basics of Social Security, including when to consider taking benefits.
• Keys that take a deeper dive into Social Security, such as working in retirement
• Finally, taking the next step at this insurance sales presentation by rethinking retirement strategies
If you or anyone that you know are:
• Ages 45-70 and looking to secure your retirement.
• Looking to understand the relationship between Social Security and Medicare.
• Concerned about the impact of divorce, taxes, or working in retirement on your Social Security benefits.

Then this seminar is perfect. Register now www.hfbsolutions.com/events and share it with someone you know.

03/07/2023

If you are receiving an inheritance, the real question isn't "how should I invest it"; it's "how should I integrate this into my overall financial plan?".

When a loved one passes away, you may receive an inheritance. This money is a token of the person's appreciation for you and often represents a lifetime of savings. When you've received a large sum of money, there is a … Continue reading → The post How to Invest Your Inheritance appeared first o...

02/25/2023

Some great financial literacy resources in this article - and if you have any questions don't hesitate to ask!

Tim Pawlenty, president and CEO of Financial Services Round Table and former governor of Minnesota, once said, “Financial literacy is an important part of avoiding financial mistakes and planning for...