Month: March 2019
Income-Based Fees Make a “Comeback”
Writing for WealthManagement.com, 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…
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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…
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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…
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