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Megan Miller, CFP®, CDFA® discusses “Financial Planning During Divorce: What You Need to Know”

Megan recently talked with Shana founder of The Mom Edit about the importance of financial planning during a divorce. Too many women are coming out of divorces with the short end of the financial stick, Megan is trying to change that. This article was originally published on The Mom Edit August 15, 2021 FINANCIAL PLANNING…

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Harbor Wealth Management Included in 2021 Top RIA Ranking

For the 12th year, Harbor Wealth Management of Boulder, Colorado was included in Financial Advisor’s Top RIA Survey and Ranking.  Read more about the RIA, Registered Investment Advisor industry and see the full survey results here. If you would like to find out more about Harbor Wealth Management and if we are a good fit…

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Covered for Catastrophe?

What do traffic jams in the Suez Canal have to do with your homeowner’s insurance?  Surprisingly, it can affect the amount of dwelling coverage needed in the event your home needs to be rebuilt.  Dwelling is the insurance coverage you need in order to pay for repairing or rebuilding your house if it is damaged…

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Q2 2021 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here  —  Harbor Q2 2021 Newsletter This quarter’s articles:  Dark Web, Value Vs. Growth in a Rising Interest Rate, Changes to Child Tax Credits in 2021, Audiogram – The importance of working with a fee-only advisor and much more. Take a look! What would you like to…

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Harbor welcomes Griffin Young

We are happy to announce that Griffin Young has joined Harbor Wealth Management’s team as a Portfolio Analyst.  He is responsible for portfolio and investment research, investment strategy, providing overall client service, and account maintenance. Prior to joining Harbor, Griffin worked at Mercer Advisors for two years as a Portfolio Operations Specialist.  He earned a Master’s…

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Value Vs. Growth in A Rising Interest Rate Environment

As we anticipate a gradual increase in interest rates over the next several years, we want to examine the differences in growth vs. value stocks and what historical performance of each type could tell us about the environment we may be heading into. Growth companies are considered to have a good chance for considerable expansion…

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Changes to Child Tax Credits in 2021

Effective July 15, the IRS will start issuing child tax credits on a monthly basis to eligible families as part of the American Rescue Plan.  This enhanced Child Tax Credit expands the benefit from a $2,000 credit up to $3,600 per child. Who is eligible? Qualifications for this increased credit is based on your income…

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Harbor Welcomes Aditya Sinha

Aditya Sinha has recently joined Harbor’s team as a Wealth Management Intern. He is a Senior pursuing a Bachelor’s degree in Finance and Information Management from the Leeds School of Business at the University of Colorado and plans to graduate in May 2022. Welcome!

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Elyse Foster in Barron’s: A Loophole Makes “529” Plans Good Wealth Transfer Tools. Here’s How to Use Them.

Elyse Foster, CFP® of Harbor Wealth Management in Boulder, CO recently spoke with journalist Neal Templin about “529” education-savings plans and how they allow people to save and invest tax-free for college or schooling costs.  Accountants, estate lawyers, and financial planners say they also are flexible estate-planning tools that can have utility beyond education spending…

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Health Care Costs and the American Rescue Plan

On March 11, 2021 the American Rescue Plan (ARP) was signed into law to offer financial assistance and economic stimulus for those effected by the Covid-19 pandemic.  Some of the many elements of the plan address health care costs for 2021 and 2022.  Following is a summary of some of the health care cost savings…

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