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On our Bookshelf – The Seven Husbands of Evelyn Hugo

The Seven Husbands of Evelyn Hugo By Taylor Jenkins Reid   I’ve been reading a lot of mysteries lately and decided to change things up a bit with this one. I was pleasantly surprised at how much I enjoyed it. The book is about Evelyn Hugo, an aging and reclusive Hollywood movie icon who tells…

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Staff Spotlight – Karen Didde

We are doing a Staff Spotlight on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Karen Didde has been with Harbor since 2003. Read her full bio HERE. What is the most recent downloaded app on your phone?  Zoom What is the…

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Q4 2020 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here  —  Harbor Q4 2020 Newsletter This quarter we have included articles about coping with stress, the quarter market recap, your credit rating, our first audiogram and more. Take a look! We would love to hear from you, really! Are there any financial planning, life event planning…

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Putting Our AUM Fees to Good Use

As 2020 was a year like no other and has negatively impacted the economy and caused unfathomable needs for so many families and businesses, we wanted to share what Harbor has done with some of the AUM (Assets Under Management) fees that we collect from clients to help support our community. Harbor Wealth Management has…

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11th Annual Wreath Making Event

As with many holiday gatherings, Harbor Wealth Management’s annual wreath making event looked a little different this year.  For the past 10 years, we’ve gathered with clients at Sturtz & Copeland Florist and Garden Center in Boulder for our annual wreath making event. This year, the wonderful staff at Sturtz & Copeland prepared custom wreath…

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What Else is a Respectable Credit Rating Good For?

Much has been said about maintaining a good credit history and high credit score.  But often overlooked is the fact that it can affect more than your ability to qualify for a mortgage or get the best interest rates on credit cards or auto loans.  Here are a few other things your credit score can…

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Staff Spotlight – Jennifer Baham

This year we are doing a Staff Spotlight series on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Jennifer Baham has been with Harbor since 2015. Read her full bio HERE.   What is the one thing you cannot resist?  Warm chocolate…

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Year End is Around the Corner!

Year-end continues to get more challenging for the financial industry every year. Consider acting now to make sure everything needed is completed before the end of the year. Possible tasks: If applicable, determine if you want to take your required distribution from your IRA or inherited IRA. Make a contribution to your child’s 529 account.…

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COBRA Deadlines Extended Due to Pandemic

Health insurance is a vital benefit but with record high unemployment numbers, millions of Americans are at risk of losing coverage or already have.  COBRA coverage can be a lifeline to employees who are now facing unemployment as it gives them the option to continue with their existing health plan.  But these plans can be…

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Q3 2020 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q32020 This quarter we are bringing you articles about the economy, the election, COBRA deadlines, staff spotlights and more. We would love to hear from you. What type of articles would you like to see? Are there any financial planning, life event planning or…

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