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Harbor Wealth Management

Staff Spotlight – Denise Hess

This year we are doing a Staff Spotlight series on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Denise Hess has been with Harbor since 2004.  Read her full bio HERE.   What is the most recent downloaded app on your phone? Insight…

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Spring Cleaning Your Finances

When spring fever hits and you are giving your house the top-to-bottom cleaning, don’t forget your finances! Review your budget. This is probably the most important piece, so start here.  Review your past few months spending.  Do you notice any problem spending areas?  Perhaps you need to adjust your budget on some items, increasing or…

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Just Shut It Off Challenge

By Elyse D. Foster The power of a smart phone is ubiquitous, your smart phone has more computing power than all of NASA when it first put men on the moon in 1969.  We use them for navigating, photography, video production, reservations, to pay for all sorts of stuff from coffee to our parking charges. …

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Want to get away from it all? Try Newfoundland!

By Carolyn Rice Thirty-nine years of marriage to an introvert have obviously worn off on my extroverted husband.  When searching for vacation destinations we tend to head for those with fewer people preferring Salida to Summit County, the north end of Vancouver Island to Victoria and our newest find, Newfoundland.  Newfoundland has roughly the same…

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Harbor Wealth Management in Kiplinger: Retirees, Cover Yourself With Umbrella Insurance

Elyse Foster, CFP® of Harbor Wealth Management recently spoke with journalist Mary Kane about the importance of umbrella insurance for an article for Kiplinger. Consumers are often surprised by circumstances that can lead to their personal liability exposure, as well as the extent of that exposure, says Elyse Foster, a financial planner with Harbor Wealth…

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Insuring Your Remodel

By Carolyn Rice Planning a major remodeling project?  There are two good reasons to call your insurance company before you begin the project.  The first is to determine how your homeowner’s policy will need to be updated to cover the new additions made to the property when the project is finished. The second, the one…

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Q4 2019 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q42019 Read on for New Year’s resolutions, Q4 2019 market recap, benefits of making charitable contributions using  your required minimum distribution (RMD) and more. Are there any financial planning or portfolio management topics you would like to know more about?  If so, let us…

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Financial Planning for Cancer Program

By Karen Didde Family Reach, an organization that provides assistance to families dealing with cancer, has developed the Financial Planning for Cancer Program by joining forces with the Foundation for Financial Planning.  The program’s objective is to help alleviate the financial burden of patients and families fighting cancer.  Family Reach works with patients and healthcare…

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New Year’s Planning List

The power of a financial plan:  Have one and stick to it!  If you don’t have one Harbor Wealth Management can help in the financial arena.  When life or the markets don’t cooperate, it is comforting to have a well thought through strategy to keep you moving toward your goals for the future.   The…

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SECURE Act

Setting Every Community Up for Retirement Enhancement (SECURE) Act The SECURE Act was passed by the House on 12/17/2019 and by the Senate on 12/19/2019. This bill is the biggest piece of legislation on retirement to be passed in a decade and many of its changes are going to come into effect as of December…

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