Month: March 2019

Income-Based Fees Make a “Comeback”

Writing for, Samuel Steinberger consulted with several veteran advisors including Elyse Foster, CFP® of Harbor Wealth Management.    When three-time Olympic medalist and financial advisor Lauryn Williams opened her Dallas-based firm, Worth Winning LLC, she gave a lot of thought to how she was going to charge clients. Her niche is athletes and young…


Furry Friends – Harley!

The Harbor staff is doing a blog series about the furry friends in our lives. My Name:  Harley Age/Breed:  11 months/Yellow Lab Who I live with:  Barrett and Elyse, kitties MC and Max How I came to be with my family:  They lost all control upon meeting me and brought me home What I like to…


Including Digital Assets in Your Estate Planning

Published February 7, 2019 Investopedia Congratulations! You have drafted a will and filled out answers to questions regarding who assists you if you are unable to make financial and medical decisions for yourself. You may have even completed a living will and the more advanced medical directives. Are you finished? I’m afraid not. Planning for digital assets has become an important addition…