Harbor Welcomes Delaney Campbell!
Harbor Welcomes Delaney Campbell! We are happy to announce that Delaney has joined Harbor Wealth Management as part of the front desk and social media team. She brings with her multiple years of social media management experience with various companies, including Philadelphia’s famous Mueller’s Chocolate Co. Delaney graduated from Temple University in Philadelphia…READ MORE >
Strategies to reduce taxes from Required Minimum Distributions
Strategies to reduce taxes from Required Minimum Distributions Tax planning is a key part of being a successful investor and consideration should be paid when planning around IRA Required Minimum Distributions (RMDs) in retirement. RMDs are minimum amounts that you must withdraw annually from your IRA once you have reached the mandatory age, which is…READ MORE >
Staff Spotlight Interview with Meg Nugent
As part of our new blog series, we’re doing Staff Spotlights! In this fun interview, we talked with Meg Nugent who started with Harbor in 2022. What is the most recent downloaded app on your phone? Calm What is the one thing you cannot resist? Pizza Where is your favorite place to…READ MORE >
Is Travel Insurance a Good Idea?
To Buy or Not to Buy Travel Insurance One of the most popular goals our clients have for both pre and post-retirement is to travel. Recent shakeups in the travel industry due to Covid and problems with flights have made the decision to buy or not to buy travel insurance of greater consequence when planning…READ MORE >
Megan Miller, CFP®, CDFA® discusses “Women, Divorce and Retirement”
Megan recently contributed to an article published on ‘The Street’ website discussing women, divorce, and retirement. She offered 3 practical pieces of advice to women facing divorce. Read the full article here. Let’s face it, divorce is a confusing time, emotionally, mentally, and financially. Megan is a Certified Divorce Financial Analyst as well as a…READ MORE >
Talking to Your Children About College Costs
Thinking back to my high school days, I knew I wanted to go to college after graduation. My considerations for college were location, campus life and what I wanted to study. Cost was not at the top of my list. Now that I’m a parent, that priority list has shifted, and I feel it is…READ MORE >
Harbor Goes to Topgolf!
The Harbor team had a great time at Topgolf last week! If you have never golfed in the snow, we say give it a swing!READ MORE >
How to Manage Your Finances When Interest Rates Increase
The Fed’s strategy to tame inflation by increasing interest rates has had widespread effects on the economy so far. The Fed began raising interest rates in March 2022, with the goal of slowing down an overheated economy by making it more expensive to buy goods and services, discouraging consumer spending and business expansion. There are…READ MORE >
End of Summer at Mt. Evans
Over Labor Day weekend, my husband, Chris and I drove up to Mount Evans and it was breathtakingly, Colorado beautiful. While I had been up to Mount Evans a few other times, this time, I felt more gratitude than I have in the past. I’m not sure why except for a deeper appreciation for that…READ MORE >