Month: March 2017
Elyse's new board position with HSBV
Humane Society of Boulder Valley Board of Directors
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Why You Shouldn’t Stick With Your 401(k) Plan’s Default Settings
Writing for U.S. News, Emily Brandon, consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management of Boulder, CO regarding 401(k) Plan automatic enrollment settings. Automatic enrollment tends to lead to low savings rates and one-size-fits-all investments. See the full article here: “Why You Shouldn’t Stick With Your 401(k)…
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What I’m Reading…
Red Notice
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Helping your clients with their digital legacy
Writing for Napfa Advisor Magazine, Susan Weiner, consulted with wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management of Boulder, CO. This article discusses the importance of including provisions for digital legacies. See the full article here: Helping your clients with their digital legacy
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Elyse Foster Quoted in WSJ: Advisers to Snap-Hungry Clients: Wait Until After the IPO”
Elyse Foster, CFP® was quoted in The Wall Street Journal’s article “Advisers to Snap-Hungry Clients: Wait Until After the IPO”
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