Broker Check

300 Fifth Ave
3rd Floor
Waltham, MA 02451
781-229-2300

LinkedIn

Dierdre Collins

 
It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast Retirement Redefined

Harbor Strategies Group is an organization that consists of advanced planning professionals who combine varying levels of expertise in multiple planning disciplines, servicing high net worth individuals, small business owners as well as professional practices. Our areas of expertise are Insurance, Wealth Management and Succession Strategies.

HSG offers a consolidated, unbundled approach to insurance, wealth management, and business succession strategies with special emphasis on minimizing the eroding effects of taxes wherever possible. Their ultimate objective is to exceed your highest expectations.

Our Mission Statement

Our clients will always come first. We will embrace your priorities, objectives and concerns. We will know and fully understand your personal and financial situation before we provide you with the highest quality information, services and products tailored toward your specific and unique situation.

Our ultimate objective is to exceed your highest expectations.

Helpful Content

Social Security: Two Benefit Strategies Eliminated

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Emerging Market Opportunities

What are your options for investing in emerging markets?

View all videos arrow