Blog - Page 3 of 37 - Harbor Wealth Management

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…

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,…

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?…

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…

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…

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. …

Want to get away from it all? Try Newfoundland!

By Carolyn Rice Thirty-nine years of marriage to an introvert have obviously worn off on my extroverted husband. When searching for vacation destinations we tend to head for those with fewer people preferring Salida to Summit County, the north end of Vancouver Island to Victoria and our newest find, Newfoundland. Newfoundland has roughly the same…

Harbor Wealth Management in Kiplinger: Retirees, Cover Yourself With Umbrella Insurance

Elyse Foster, CFP® of Harbor Wealth Management recently spoke with journalist Mary Kane about the importance of umbrella insurance for an article for Kiplinger. Consumers are often surprised by circumstances that can lead to their personal liability exposure, as well as the extent of that exposure, says Elyse Foster, a financial planner with Harbor Wealth…

Insuring Your Remodel

By Carolyn Rice Planning a major remodeling project? There are two good reasons to call your insurance company before you begin the project. The first is to determine how your homeowner’s policy will need to be updated to cover the new additions made to the property when the project is finished. The second, the one…