Blog - Page 6 of 45 - Harbor Wealth Management

Key Questions when Interviewing a Financial Planner

Before you commit to a financial advisor, you want to make sure you’re hiring the best person and firm for you and your situation. Emily Lucero, CFP shares some key questions to ask when looking to hire a financial planner. Still have questions? Give us a call!

A Beautiful Harvest

Most people would say that fall is the most colorful season in New England with all of the fall foliage that is typically found across the region. In southeastern Massachusetts, another beautiful aspect of this season is the cranberry harvest! Cranberries grow on low-lying vines in sandy beds known as bogs, and while cranberry cultivation…

Protecting Against Financial Elder Abuse

Part of our job as an advisor is advocating for our clients. This includes being alert when it comes to the financial exploitation of our elderly and at-risk clients. It has become more important than ever for us, our clients, and their families to be vigilant against the growing problem of financial elder abuse. One…

Planning for Inflation

For years, the Fed took measured steps to successfully control inflation. Then the pandemic struck, causing a global economic crisis. As economies reopened, inflation spiked to levels not seen in 13 years. This dramatic increase has been due to a surge in spending at a time of massive disruptions in the global supply chain and…

Buckle Up for a Continued Semiconductor Chip Shortage

If you’ve driven by a car lot recently, you have probably noticed that inventory looks a bit sparse. Inventory of new cars in the U.S. is 30% of pre-pandemic levels.1 And as a result of low inventory, new and used car sales have seen a spike in prices. This is due to a global semiconductor…

Megan Miller, CFP®, CDFA® discusses “Financial Planning During Divorce: What You Need to Know”

Megan recently talked with Shana founder of The Mom Edit about the importance of financial planning during a divorce. Too many women are coming out of divorces with the short end of the financial stick, Megan is trying to change that. This article was originally published on The Mom Edit August 15, 2021 FINANCIAL PLANNING…

Harbor Wealth Management Included in 2021 Top RIA Ranking

For the 12th year, Harbor Wealth Management of Boulder, Colorado was included in Financial Advisor’s Top RIA Survey and Ranking. Read more about the RIA, Registered Investment Advisor industry and see the full survey results here. If you would like to find out more about Harbor Wealth Management and if we are a good fit…

Covered for Catastrophe?

What do traffic jams in the Suez Canal have to do with your homeowner’s insurance? Surprisingly, it can affect the amount of dwelling coverage needed in the event your home needs to be rebuilt. Dwelling is the insurance coverage you need in order to pay for repairing or rebuilding your house if it is damaged…