Blog - Page 3 of 34 - Harbor Wealth Management

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…

Don’t Make a Hacker’s Job Easier

With the proliferation of online access, weak passwords are the ultimate prize for hackers. Sophisticated software and extensive databases of common passwords create a virtual key ring of possibilities to crack logins. According to Live Consulting, a hacker can run 420 billion simple, lower case, 8 character password combinations in a minute. And if you…

Harbor Wealth Management Included in 2019 Top RIA Ranking

For the 10th year, Harbor Wealth Management of Boulder, Colorado was included in Financial Advisor’s Top RIA Survey and Ranking. Read more about the RIA industry and see the full survey results here.

Do Your Financial Documents Spark Joy?

Thanks to Marie Kondo’s decluttering philosophy, I am not able to look at anything without thinking “But does it spark joy?” Although financial documents and records may not spark joy, here are some tips to determine what should be kept. First and foremost, if you haven’t already opted to go paperless, consider it and lessen…

Furry Friends

The Harbor staff is doing a blog series about the furry friends in our lives. My Name: Deza (pronounced dezah) Lucero Age/Breed: 3.5/Beagle How I came to be with my family: My parents bought their first house and immediately knew they needed a dog to help make it a home. They came to fetch…

Welcome Wealth Management Interns!

Meet our two newest wealth management interns, Kate and Emily! We are happy to have them join our Harbor Wealth Management team. Our interns work through training modules developed by Harbor to train and further their education of the financial planning and investment management business. Kate and Emily will be assisting with market research and…

Cybersecurity Event at Harbor

Phishing schemes, foreign hackers, spam emails – we hear about these threats on a regular basis, and it is important that we learn how to protect ourselves with our email and online or with social media. Harbor Wealth Management recently hosted a small group meeting for our clients on Cybersecurity with Kyle Moore from Live…