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Harbor Welcomes Intern, Jordan Nelson

Jordan Nelson is the newest intern at Harbor Wealth Management. Jordan is a recent graduate of The University of Colorado Boulder Leeds School of Business, where he received a Bachelor of Science degree and majored in both Finance and Real Estate simultaneously. Jordan will be moving on in the academic world to complete his master’s…

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Staff Spotlight – Elyse Foster

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. Elyse Foster is the founding principal of Harbor Wealth Management, founded in 1988.  Read her full bio HERE.   What is the most recent…

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Are We in a Baby Boomer Retirement Crisis?

Elyse Foster, CFP® of Harbor Wealth Management was quoted in an article,  Are We in a Baby Boomer Retirement Crisis?  by Barbara A. Friedberg for Investopedia.com. The article looks at how financially prepared the Baby Boomer generation is for retirement.“This is the first generation to face saving for retirement on their own,” says Elyse Foster,…

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The 5 Best Retirement Plans

Elyse Foster, CFP® of Harbor Wealth Management was quoted in an article, The 5 Best Retirement Plans, written by Robert Matthews for GetOutOfDebt.com about retirement plans and how to choose the best one for your needs. Many Americans are unprepared for retirement.  About 30% of people ages 55 and over have no retirement savings.  Another…

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Q1 2020 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q12020 This quarter we are bringing you articles about the markets, recovering from a bear market, the importance of having a financial plan, staff spotlights and more.   We would love to hear from you!  Are there any financial planning or investment related topics…

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Emily Lucero Passes the CFP Board Exam

Congratulations to Emily Lucero who recently passed the CFP board exam!  Emily joined Harbor in April 2019 and is a Client Service Manager. The CFP® certification is recognized as the highest standard in personal financial planning. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board,…

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Staff Spotlight – Megan Miller

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. Megan Miller has been with Harbor since 2012.  Read her full bio HERE.   What is the most recent downloaded app on your phone?…

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Staff Spotlight – Denise Hess

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 Hess has been with Harbor since 2004.  Read her full bio HERE.   What is the most recent downloaded app on your phone? Insight…

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Spring Cleaning Your Finances

When spring fever hits and you are giving your house the top-to-bottom cleaning, don’t forget your finances! Review your budget. This is probably the most important piece, so start here.  Review your past few months spending.  Do you notice any problem spending areas?  Perhaps you need to adjust your budget on some items, increasing or…

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Just Shut It Off Challenge

By Elyse D. Foster The power of a smart phone is ubiquitous, your smart phone has more computing power than all of NASA when it first put men on the moon in 1969.  We use them for navigating, photography, video production, reservations, to pay for all sorts of stuff from coffee to our parking charges. …

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