Resources

Tools & Insights for a Confident Retirement

Smart decisions start with the correct information. At Harper Financial Associates, we believe in empowering you with the knowledge and tools you need to make confident choices about your financial future. Whether you’re actively planning retirement or just beginning to explore your options, our resources help you take the next step with clarity and confidence.

Downloadable Guide

Bear Market Survival Guide

How to Protect Your Retirement from Market Volatility

Market ups and downs are inevitable, but they don’t have to derail your retirement. This free guide shares insights on:

Building a more resilient investment strategy
Understanding key risks in retirement
How the correct asset allocation can help protect your income

Practical steps to stay on track when markets shift

Educational Workshops

We host engaging, easy-to-follow retirement planning workshops across Eastern Massachusetts. Whether you’re just starting your plan or revisiting key decisions, these sessions are designed to help you better understand topics like:

Retirement income strategies
Maximizing Social Security benefits
Tax-efficient withdrawal planning
Investment and wealth preservation
Long-term care and insurance options

Want to attend our next event?

Ongoing Insights

We’re committed to client education, not just one-time sessions. Check back regularly for new resources, articles, and planning tools to help you stay informed as your financial needs evolve.