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Harbor Wealth Management

Q4 2019 Harbor Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q42019 Are there any financial planning or investment topics you would like to know more about?  If so, let us know!

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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 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 satisfaction…

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9th Annual Wreath Making Event

Harbor Wealth Management recently hosted the 9th annual Wreath Event at Sturtz and Copeland gardening center in Boulder.  Yes, nine years and it is still so much fun! Everyone began with a basic wreath and selected decorative trimmings of their choice.   The designers at Sturtz provided expert assistance in putting it all together and ensuring…

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My Child Wants To Go To College Where?

By Carolyn Rice Is your child yearning to go to college in the Marshall Islands but you have saved funds for their education in a tax-advantaged 529 education plan?  Never fear – your forethought and discipline will not be for naught! It is a common misconception that funds saved in 529 plans can only be…

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Should You Borrow from Your 401K for a Down Payment?

By Michaela Phillips For many Americans today, having inadequate savings to put toward a down payment is the predominant factor that prevents them from being able to purchase a home. This is particularly true among millennials. In lieu of spending years setting aside money for a down payment, another option is to take out a…

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Q3 2019 Harbor Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q32019 Are there any financial planning or investment topics you would like to know more about?  If so, let us know!

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Your Retirement Your Way – A 5 Year Plan

by Elyse Foster, CFP® Planning for retirement can be a daunting task, most of our attention is focused on daily decisions, obligations, enjoying our family and friends and before we know it we are at the end of our careers and need a plan for the years when we won’t be working, at our first…

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InvestmentNews Women’s Adviser Summit

Recently two of Harbor Wealth Management’s own, Karen Didde and Emily Lucero, attended the InvestmentNews Women’s Adviser Summit in Denver, CO.  Not only did they sharpen their networking skills, but they also heard from leading experts in the financial planning field such as Julie Gorte, Colleen Denzler and Adri Miller- Heckman.  The event was a…

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Harbor Wealth Management in Investor’s Business Daily: 5 Ways Financial Advisors Can Land Millennial Clients

Megan Miller, CFP®, CDFA® recently spoke with Adam Shell about Harbor Wealth Management’s Young Professional service model.  Young professionals have different needs and challenges than those well into their career or nearing retirement.  Harbor understands these unique needs and has developed a model specifically for the young professional that focuses on planning for the future,…

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