Harvest Future Financial (Texas)

Harvest Future Financial is a financial services firm based in San Antonio, TX. We are proud to be in alliance with Equitable Advisors, an industry leader in investment and insurance planning strategies. We offer products and services through an independent model with an open architecture of investment and insurance providers. We believe that everyone deserves a plan and we have helped clients at every stage of life. Whether you are starting from scratch or reviewing existing investments, we can help you harvest the future you deserve. Visit harvestfuturefinancial.com for more information or schedule a call with us today at https://lnkd.in/gj5iaMGS. #planwhatwecan #FinancialPlanning #investing #harvestyourfuture

Changing unhealthy behaviors takes time and intentional planning. As financial advisors, we often see that the same mindset applies to managing finances. Setting specific, measurable goals and breaking them down into achievable steps is key to long-term success. Whether it's saving more or spending less, change is a gradual process, but with patience and a strong support system, it's possible to reach your goals. Let’s work together to create a financial plan that evolves with you! READ MORE: https://lnkd.in/gSEs_zHm Ready to harvest your future? Get in touch with us or schedule a meeting at https://lnkd.in/gswRiayD. #planwhatwecan #FinancialPlanning #investing #harvestyourfuture

I hope you and your family have a wonderful Thanksgiving! Enjoy the long holiday weekend.

Proud Supporters of the Northside Education Foundation Pillar Recognition Gala! This week, Harvest Future Financial had the honor of supporting the Northside Education Foundation (NEF) at their Pillar Recognition Gala. NEF’s mission to foster innovation and provide opportunities for Northside ISD students and educators is nothing short of inspiring. We were amazed by the incredible talent on display, from breathtaking chalk art to creative student showcases. It’s a true testament to the dedication of Northside ISD educators and the lasting impact they’re making on our community today and for generations to come. Here’s to empowering education, supporting innovation, and shaping brighter futures! #HarvestFutureFinancial #NorthsideEducationFoundation #CommunityImpact #EducationMatters #PillarGala

Are you taking full advantage of your 401(k) or IRA? Women should maximize retirement contributions, especially with catch-up contributions if you’re 50+. This can boost your savings significantly. Let’s review your current strategy! 📲 READ MORE: https://lnkd.in/gdBaHa47 #planwhatwecan #FinancialPlanning #investing #harvestyourfuture

Today we honor and applaud the men and women who have dedicated their lives to serving and protecting our country. Thank you.

Women tend to live longer than men, which means planning for a longer retirement is essential. Make sure your retirement savings can stretch for 20+ years! Need guidance on how much to save? Let’s connect and discuss your options. 📲 READ MORE: https://lnkd.in/gdBaHa47 #planwhatwecan #FinancialPlanning #investing #harvestyourfuture

Women, especially those with longer life expectancies. Relying on one income source in retirement can be risky. Building a mix of Social Security, pensions, investments, and savings can create a more secure future. Let’s discuss how to diversify your retirement income. 📲 READ MORE: https://lnkd.in/gdBaHa47 #planwhatwecan #FinancialPlanning #investing #harvestyourfuture

Set up your kids or grandkids up for success with a Roth IRA. Starting a Roth IRA for your teen can be a smart move towards securing their financial future. It's a great way to teach them about saving and investing while they benefit from potential tax-free growth. I'm happy to guide you through the process and help you set up an account that fits your teen’s needs. Let's start building a foundation for their financial success today! 📲 Read more below. https://lnkd.in/gnGvCEr8 🌱 Ready to harvest their future? Get in touch with us or schedule a meeting at https://lnkd.in/gswRiayD. #planwhatwecan #FinancialPlanning #investing #harvestyourfuture

Motivational speaker Brian Tracy said it best: "Almost any decision is better than no decision at all." When it comes to your investments, this couldn't be more true. Whether it's inertia or trepidation, delaying crucial financial decisions can silently impact your future financial security. 🌟 Your 401(k) Plan 🌟 Enrollment Matters: Failing to enroll means missing out on potential retirement savings and employer-matching contributions. Thankfully, starting in 2025, the SECURE 2.0 Act will require employers to automatically enroll employees in retirement plans. Investment Choices: Not selecting your 401(k) investments can lead to automatic selections that may not align with your goals. Take control to ensure your choices reflect your time horizon and risk tolerance. Required Distributions: Remember, you must start taking required minimum distributions at age 73, and withdrawals may be taxed as ordinary income with potential penalties if taken early. 🏡 Non-Retirement Plan Investments 🏡 Just like household clutter, investments can accumulate over time. Regularly review your portfolio to ensure it aligns with your current objectives and cull any inappropriate investments. 🌱 Make Thoughtful Decisions Today 🌱 Your retirement investments deserve careful attention. Invest the time now, and your future self will thank you! Ready to harvest their future? Get in touch with us or schedule a meeting at https://lnkd.in/gj5iaMGS. #planwhatwecan #FinancialPlanning #investing #harvestyourfuture