Harvest Financial Advisors Home
Client Access
Let's talk

Insights /

Monthly Blog

Welcome to monthly blog–your guide to cultivating financial wisdom for every season of life. Rooted in the enduring principles of growth and stewardship, you’ll find current financial news, foundational knowledge, and timeless strategies to help you grow, protect, and enjoy your wealth.

Monthly Blog Posts

Filter

  • Retirement

The Overlooked Benefit: How Business Owners Can Structure Retirement Plans for Tax Savings 

Written by
Posted on
August 10, 2026
old retired asian senior couple checking and calculate financial billing together on sofa involved in financial paperwork, paying taxes online using e-banking laptop at living room home background
  • Retirement, Social Security
5 min read

Social Security Strategies: When to Claim for Maximum Benefit

Written by
Paul Burgdorf
Posted on
July 15, 2026
  • Executive, Exit Planning, Retirement
5 min read

What Buyers Really Look For: Making Your Business Attractive and Ready

Written by
Marc Henn
Posted on
July 1, 2026
  • Family, Investing
5 min read

Raising Financially Savvy Kids: Teaching Wealth Stewardship Across Generations

Written by
Marc Henn
Posted on
April 21, 2026
  • Executive, Retirement
4 min read

The Best Time to Prepare Your Business for Sale Is Years Before You Sell

Written by
Marc Henn
Posted on
April 7, 2026
  • General, Tax
5 min read

Navigating IRA Rules: What Every Taxpayer Needs to Know Before April 15th

Written by
Monica Dwyer
Posted on
March 13, 2026
  • Retirement
6 min read

Is the “Mega Roth” Your Missing Retirement Powerhouse?

Written by
Marc Henn
Posted on
February 26, 2026
  • General
6 min read

401k Rollover Planning

Written by
Marc Henn
Posted on
February 5, 2026
  • General
4 min read

How Fiduciary Advisors Differ from Brokers — and Why It Matters

Written by
Marc Henn
Posted on
December 8, 2025