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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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How to Remove Items From Your Credit Report

By Giancarlos Merced, Outreach Specialist, Money.com Credit is an important part of most people’s lives. It lets lenders know how trustworthy you are with borrowing money. This includes everything from a personal loan to a big financial commitment like a home mortgage. Yet, in 2020, a lot of people still have no idea how their…

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Staff Spotlight – Emily Lucero

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. Emily Lucero has been with Harbor since April 2019. Read her full bio HERE.   What is the most recent downloaded app on your…

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Staff Spotlight – Denise Givens

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. Denise Givens has been with Harbor since March 2018.  Read her full bio HERE.   What is the most recent downloaded app on your…

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Cyber Security: Securing Your Data, Your Identity, and Your Finances

There is an increasing number of cyber criminals targeting financial institutions all around the globe, and it seems that cyber security is not talked about often enough to make a difference to those who may be next in line. I spend my days talking with local businesses and organizations discussing all things IT and cyber…

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Kennebunkport, Maine

By Denise Givens Maine has been called Vacationland since the 1930’s and with the beautiful mountains, pristine lakes, numerous charming islands, and long coastline, one can see why it has been so popular for many years.  As the ocean always soothes my soul, one of our favorite summer vacation spots in Maine is Kennebunkport.  This…

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Harbor Wealth Management Included in 2020 Top RIA Ranking

For the 11th 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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