Blog - Page 2 of 34 - Harbor Wealth Management

Q3 2019 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q32019 See what financial planning and personal training have in common, learn a bit about margin loans and how it can be a useful financial planning tool, how to use a tax-advantaged 529 education plan and much more. Are there any financial planning or…

Your Retirement Your Way – A 5 Year Plan

by Elyse Foster, CFP® Planning for retirement can be a daunting task, most of our attention is focused on daily decisions, obligations, enjoying our family and friends and before we know it we are at the end of our careers and need a plan for the years when we won’t be working, at our first…

InvestmentNews Women’s Adviser Summit

Recently two of Harbor Wealth Management’s own, Karen Didde and Emily Lucero, attended the InvestmentNews Women’s Adviser Summit in Denver, CO. Not only did they sharpen their networking skills, but they also heard from leading experts in the financial planning field such as Julie Gorte, Colleen Denzler and Adri Miller- Heckman. The event was a…

Harbor Wealth Management in Investor’s Business Daily: 5 Ways Financial Advisors Can Land Millennial Clients

Megan Miller, CFP®, CDFA® recently spoke with Adam Shell about Harbor Wealth Management’s Young Professional service model. Young professionals have different needs and challenges than those well into their career or nearing retirement. Harbor understands these unique needs and has developed a model specifically for the young professional that focuses on planning for the future,…

Harbor Wealth Management Announces Jennifer Baham New Partner

We are pleased to announce Jennifer Baham as the newest Partner at Harbor Wealth Management. Jennifer joined Harbor in 2015 and has over 13 years of experience in the financial planning and wealth management field. Jennifer holds the CERTIFIED FINANCIAL PLANNER™ Certification, the recognized standard of excellence for competent and ethical personal financial planning. As…

Gardening Event!

Earlier this summer, Harbor Wealth Management purchased a “Potting Party” at an auction benefiting the Humane Society of Boulder Valley and invited a group of clients to join in on the fun. The class was led by professionals at L.I.D. Landscapes of Boulder, CO. They demonstrated proper potting techniques with hands on instruction including tips…

Harbor Wealth Management in the WSJ: Clients Want to Work With Female Advisers, and Firms Are Taking Notice

Megan Miller, CFP®, CDFA® shared some insight with The Wall Street Journal about what it’s like to work for a female only wealth management firm. Harbor Wealth Management has been women owned and managed since 1988 with a staff of four Certified Financial Planners currently. See The Wall Street Journal article, Clients Want to Work…

Elyse Foster in WSJ: Financial Advisers Now Help With College Plans, Family Counseling, Cremains

Writing for The Wall Street Journal, Gregory Zuckerman and Lisa Beilfuss consulted with several financial adviser professionals including Elyse Foster, CFP® of Harbor Wealth Management regarding services provided to high net worth clients. This article appeared in The Wall Street Journal on August 23, 2019. Financial Advisers Now Help With College Plans, Family Counseling, Cremains…

HSAs – Not Just a Handy Savings Account

Most people think of their Health Savings Accounts (HSA) as just a handy, tax deductible savings account to pull funds out of to pay medical bills. But is there a better way to use your HSA? If you have the means to pay your medical bills out of pocket (or the good fortune to be…

Exploring Moab

I recently spent a long weekend exploring a few of the many natural wonders in Moab, Utah. On our first full day there, we hiked the Morning Glory Bridge Trail, located in the Grandstaff Canyon. The hike is about 5 miles roundtrip and follows the scenic sandstone canyon. A small stream flows though the canyon…