Mortgage Loans w/ Zero Points 30yr:  2.875%    15yr:  2.5% Based on: FNMA/FMAC 15 Yr & 30 Yr Conforming No Points 70% Owner/Occ Purchase: 760+ FICO Your exact Loan Type, Property Type, Loan Size, Loan-to-Value, Debt Ratio, Occupancy, Credit, Income and other factors all impact your personal interest rate. If your rate is higher than above, it may be worth getting a personalized quote.  If your THP Sponsor is a mortgage lender or professional, please call or refer to him/her for that information.  Completing the Form below will route you to that person. If your THP Sponsor is NOT a mortgage professional, Get a Personalized Quote by completing…

Here is a short list of organizations who spend dollars to give the less fortunate a “hand-up” out of poverty.  Instead of just giving “hand-outs,” these organizations offer support and seek to provide a mentality and training which offers a sustainable effect and ability for its recipients to “pass down” the same mentality and benefits to others: Hope International – click here BCM – Baja Christian Ministries – click here The Harvest Plan has been supporting both these organizations for many years and have found their board, their directors and their missions to be of high quality, character and benefit and value to the impoverished around the world.

Can’t wait to meet with you! Choose your meeting below. Annual Tax Appointment: Follow the 2 Steps Below: Submit ALL your docs to us 4 Business Days Prior to Date of Meeting: Mail to: Mark Harvey, 4000 Barranca Pkwy, suite 250, Irvine, CA 92604), Email to: moneyplancoach@gmail.com, Fax to: 949-203-2100 …OR Request a secure upload link by emailing to: moneyplancoach@gmail.com. Click Here – Choose date at least 3 business days past the date docs have been received by Harvest Financial Planning Consultation for THP GOLD MEMBERS 50 Minute 1-on-1 THP Set-up $99 – Click Here 25 Minute Consultation $75 – Click Here 50 Minute Consultation $135 – Click…

Did you GIVE OVER $500 in Fair Market Value of NON-CASH GIFTS to Charities this year? If so, use this worksheet to list your gifts for your tax return (if claiming total under $500, no form or listing is necessary). Download PDF Version Download MS Excel Version “NON-CASH” Contributions are most commonly clothing, electronics, furniture, & other items and other “Hard Assets” given. Whereas, “Cash Contributions” are cash, checks and “Financial” contributions provided, NOT reported as part of non-cash gifts.

For 2020, your total contributions to all of your traditional and Roth IRAs cannot be more than: $6,000 ($7,000 if you’re age 50 or older), or your taxable compensation for the year (if your compensation was less than the limits above). For 2019, the limits are the same as 2020 Read Full IRS Article Other Related Questions: IRA Deductions if COVERED by Employer Plan (IE, 401k and other) IRA Deductions if NOT COVERED by Employer Retirement Plan Spousal IRAs If you file a joint return, you may be able to contribute to an IRA even if you did not have taxable compensation as long as your spouse did. The amount of your combined…

Please complete the following two steps: Step 1: Click Here to complete Certification and Authorization Form  – Send: by fax:  949-203-2100 or email direct to: moneyplancoach@gmail.com) Step 2: Complete the following link for self (& spouse if joint application)  

WHERE to Make INCOME TAX Payments: IRS as an individual – this is what you pay on your 1040 at the end of each tax year. State as an individual – this is what you pay on your state return at the end of each year State as a corporation / entity – this is what you pay your state as a corporation (depending on each state) TO MAKE IRS Income Tax Payments as an individual: click here …usually this is the amount owed on Form 1040 …It will ask you:

Financial Plan Basic Tutorial 1

Income Basic Input Tool-Torial Income Tool-Torial B Deeper Dive