Jeff Harris & Associates

839 NE US Hwy 19
Crystal River, FL 34429

352-794-6044

 
Garys New Book Featured with Steve Forbes Where Is the Market Headed? Exit Strategies of the Rich and Famous Operation Veteran Aid

Welcome to Nature Coast Financial Advisors

Delivering solutions that provide safety and peace of mind. At Nature Coast Financial Advisors, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

 

Helpful Content

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

 

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

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

View all presentations arrow

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Rightsizing for Retirement

What does your home really cost?

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

View all videos arrow