Your 2018 Social Security Benefit Guide

Almost 62 million people depend on Social Security in one way or another. Originally created during the Great Depression as a retirement safety net, it has now grown to cover 96% of workers in the US. In 2017 alone, the Social Security Administration paid out $955 billion in benefits, the majority of which went to retired workers.


Does Your Financial Plan Need a Second Opinion?

Think back to your last major decision, whether it was a career move, a relocation, a medical treatment, or something else entirely. Did you make a quick choice without exploring your options, or did you conduct research and gather as much information as possible? Did you approach the decision-making process on your own, or did you look to trusted mentors, family, friends, or even the Internet to help?


What is a Fiduciary and Why is it Important?

In the news, the word “fiduciary” has been thrown around a lot in regards to financial advisors and their duties. The concept can seem confusing to people, as many assume that all advisors, whether they’re stockbrokers or financial planners, are required to act in their client’s best interest. But that’s not the reality. It’s important to understand the distinction between different types of advisors’ roles and what it means for you and your money.


You Can Now Make an Appointment Online!

If you’re like me, your to-do list is probably miles long. And when we get busier, the tasks that tend to fall down the priority list are usually simple ones, like making appointments. But no matter how hectic life gets, your finances can’t be ignored. At The Harvey Group, we want to do everything in our power to make things as simple and convenient for you so that you can be confident, knowing that your finances are taken care of and on the right track.


Ten Questions To Ask Your Financial Advisor

With over 200,000 financial advisors across the country, how do you know which one will be the right fit for your situation and personality? The financial advisor you choose to handle your family’s wealth will have a significant impact on your investment strategy, the fees you pay, and your confidence in your financial future. This is not a decision to take lightly, especially since each advisor has a different level of service, expertise, and ability.


What We Do and How We Can Help

People often assume that only those who have mismanaged their money are stressed about finances. However, even hard-working and successful individuals and families can lack confidence in their future.


At The Harvey Group, we understand the stress and concern that can come with facing financial decisions. After working hard throughout your career to build your wealth, you want to make sure it works hard for you in return when you retire and when you want to leave a legacy.

Why I Became a Financial Advisor

Like many people, I didn’t always know what I wanted to do with my life. But I did know I wanted a career I was passionate about and allowed me to make a difference.


While my career didn’t start in finance, I had always found it fascinating. Since the mid-1970s, I had been investing on my own with the help of a broker at EF Hutton. In 1983, I was looking for a career change after getting out of the retail card shop business, and my broker said I should interview with them for an open position they had at the time.


I took his advice, aced the “cold calling” challenge, and quickly discovered that I had a knack for describing investments in a way that clients understood them without feeling overwhelmed. You could say it was the best career advice I ever received, and I’m glad I followed it.