Michael Hennessy, CFA, CFP®

Founder, Harbor Crest Wealth Advisors. Providing financial freedom through planning & investment solutions. Serving South Florida's boaters and business owners.

[Michael Hennessy, CFA, CFP® @harborcrestwa]

Recent and historical data show that changes in dividend policy are common, especially during times of higher uncertainty. Learn more in this @Dimensional article. https://t.co/tTcY9tvq9z

[Michael Hennessy, CFA, CFP® @harborcrestwa]

Do you ever feel like your Zoom meetings could be a bit more #productive? Check out this @Kiplinger article for great tips I use on getting the most from those online meetings. https://t.co/pUdth58Cdd

[Michael Hennessy, CFA, CFP® @harborcrestwa]

Helping fund a loved one's college education is a great gift idea for this holiday season. Whether you want to contribute to a #529plan or pay off #studentloans, read my most recent blog post to determine which strategy works best for you. https://t.co/zf8WRHFRYQ

[Michael Hennessy, CFA, CFP® @harborcrestwa]

According to @CNBC, 45% of Americans do not know how much #tax is being withheld from their paychecks. Especially with major life changes, such as marriage or having a child, it's time to check your withholding. https://t.co/yIMfuAV062

[Michael Hennessy, CFA, CFP® @harborcrestwa]

This year, we have seen a huge increase in activity in the #boating community, which has given rise to a "boom" in boating technology. Let's take a dive into what you can expect to see this upcoming year. #southflorida https://t.co/tYIISebrW4

[Michael Hennessy, CFA, CFP® @harborcrestwa]

Have you invested in home office equipment this year? Check out this @reuters article, where I discuss #tax issues you should consider before taking deductions. https://t.co/F1O5nk4KvD

[Michael Hennessy, CFA, CFP® @harborcrestwa]

Follow these ten tips to build the foundation today for a better financial life in the future.

#financialgoals #financialplanning https://t.co/HjxyOIzeES

[Michael Hennessy, CFA, CFP® @harborcrestwa]

“Nobody Knows Nothin’ About Nothin’” https://t.co/oWa9u5uFCa @ReaganHaynes @jaybaer

[Michael Hennessy, CFA, CFP® @harborcrestwa]

The @NextAdvisor shares tips on how to talk to your children about money, at any age.

#personalfinance #financialplanning https://t.co/qWviPUO5cj

[Michael Hennessy, CFA, CFP® @harborcrestwa]

Let’s dive into five strategies that maximize the tax benefits to you while still supporting the causes you hold dear. #charitablegiving https://t.co/aqYdhpnckQ

[Michael Hennessy, CFA, CFP® @harborcrestwa]

"The best leaders are those the people hardly know exist." @Entrepreneur shares the importance of leading with humility. https://t.co/HFKz8UISa6

[Michael Hennessy, CFA, CFP® @harborcrestwa]

Though succession planning seems like an arduous process, it doesn’t have to be when you define your goals and needs and empower internal stakeholders to participate in the transition. Get started with our #successionplanning guide. https://t.co/iJEWvCKsjC

[Michael Hennessy, CFA, CFP® @harborcrestwa]

Americans will be scaling back on holiday spending this year due to the COVID-19 pandemic, especially if they don't another stimulus check. See all of the results of the Franklin Templeton-Gallup Economics of Recovery Study here. https://t.co/fi2i61KsCm

[Michael Hennessy, CFA, CFP® @harborcrestwa]

Congrats, @WKentonSmith!

[Stephanie Vatalaro @SWVatalaro]

Way to go @WKentonSmith! ➡️ Wanda Kenton Smith To Lead Marketing for the Water Sports Foundation #WomenMakingWaves https://t.co/DEBIj4hhDx

[Michael Hennessy, CFA, CFP® @harborcrestwa]

In this week's blog post, we discuss five common financial stresses facing business owners — and how to solve them. #entrepreneur #smallbusiness https://t.co/r1kzVy6I25

[Michael Hennessy, CFA, CFP® @harborcrestwa]

What's the biggest mistake #retirees — or “Third Agers” — make? "Far too many think far too small," says Ken Dychtwald, coauthor of “What Retirees Want: A Holistic View of Life’s Third Age." https://t.co/E6fotqvd7u

[Michael Hennessy, CFA, CFP® @harborcrestwa]

*Our Weekly Blog Post is Out*

Do you have your own business? Harbor Crest explores a few different avenues you could take to save for your retirement. Take a quick read!

#financialadvisor #financialplanning #wealthmanagement #businessowner #selfemployed…https://t.co/QpYh9y5Uvu

[Michael Hennessy, CFA, CFP® @harborcrestwa]

We're #1! We're #1! @TaxFoundation

Best & Worst State Income Tax Codes | Tax Foundation https://t.co/Q5Nmt3Z8RF

[Michael Hennessy, CFA, CFP® @harborcrestwa]

In this week's blog post, we go over 6 #retirement account options for #businessowners — a Traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA, solo 401(k), and defined benefit plan. #retirementplanning https://t.co/J5qjh1dHs4

[Michael Hennessy, CFA, CFP® @harborcrestwa]

Did you know that 30% of all donations happen in December? And 10% usually occur in the last 3 days of the year.

It's been an incredibly tough year for many of us, especially our beloved charities. So I'd like to offer some tips for you, my family and f…https://t.co/4NiBwbqMvk