Home

Advisor Site Menu

  • Home
  • About Safe Harbor
    • Overview
    • Our Process
    • Our Team
    • CFN Research Team
    • Our Broker/Dealer
  • Retirement Consulting
    • For Employees
    • For Employers and Businesses
    • Financial Organizer
    • Retirement Roadmap
  • Media
    • Mark on the Radio
    • Articles
    • Press & Awards
    • Videos
  • Education Center
    • Video Library
    • Social Security/Medicare
    • Case Studies
  • Account Access
  • Contact Us
    • Contact Information
    • Driving Directions
  1. Education Center
  2. /Video Library

Video Library

Videos can be viewed using all current browsers, including Chrome, Firefox, Safari, or most recent version of Internet Explorer. We also recommend having the most recent version of Adobe Flash.
 
Category Title

Length

Under 30
The Importance of Saving Early

5:26

The Basics of Investing: Investing for the Long Term

9:35

Planning for Your Future: How to Take Control of Your Financial Life

8:19

Managing Your Credit

8:04

Mechanics of Budgeting

10:54

Psychology of Budgeting

6:23

 
Ages 30–55 Basics of Investing: Asset Allocation

5:57

College Planning 101

7:58

Coordinating Your Advisor Dream Team

6:36

Risk Management: Protecting You and Your Family

7:58

Setting Goals: The Key to Financial Independence

7:34

 
Over 55 Deciding When to Take Your Social Security Benefit

7:09

Nearing Retirement: Preparing for the Event of a Lifetime

5:26

Retirement Planning Common Mistakes: Part One

8:03

Retirement Planning Common Mistakes: Part Two

7:28

Your Bucket List: Focusing on What Truly Matters to You

6:34

 
All Ages
Is a 401(k) Loan a Good Idea?

4:33

Death of a Family Member: Before and After a Personal Loss

5:40

Steps for Successful Retirement: Planning for Women

7:12

Intergenerational Conversation: How to Talk to Family About Finances

8:13

The Importance of Financial Organization

5:26

 

This communication is strictly intended for individuals residing in the states of FL, GA, MA, MD, NH, NJ, OR, PA, SC, SD. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Privacy Policy

Copyright © 2019

brokercheck - white font

Safe Harbor Retirement Planning 152 The Lynnway, Lynn, MA 01902 | P781.599.2660 | F781.598.0260