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Harbor Wealth Management

Q4 2020 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is available here  —  Harbor Q4 2020 Newsletter This quarter we have included articles about coping with stress, the quarter market recap, your credit rating, our first audiogram and more. Take a look! We would love to hear from you, really! Are there any financial planning, life event planning…

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Putting Our AUM Fees to Good Use

As 2020 was a year like no other and has negatively impacted the economy and caused unfathomable needs for so many families and businesses, we wanted to share what Harbor has done with some of the AUM (Assets Under Management) fees that we collect from clients to help support our community. Harbor Wealth Management has…

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11th Annual Wreath Making Event

As with many holiday gatherings, Harbor Wealth Management’s annual wreath making event looked a little different this year.  For the past 10 years, we’ve gathered with clients at Sturtz & Copeland Florist and Garden Center in Boulder for our annual wreath making event. This year, the wonderful staff at Sturtz & Copeland prepared custom wreath…

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Throw Back Thursday!

Year 1995, any guesses who this little one is?

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Q2 2020 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q22020 This quarter we are bringing you articles about what we have in common, the markets, wearable technology, staff spotlights and more. We would love to hear from you, really! Are there any financial planning, life event planning or investment management related topics you…

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Another Good Reason To Give Away Your Required Distribution From Your IRA

By Carolyn Rice At age 72 (recently raised from 70.5 by the passing of the SECURE act in late 2019) you are required to begin taking annual distributions from your IRA which count toward your adjusted gross income on your tax return.  For high income individuals, that income is then used to calculate the income…

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Staff Spotlight – Carolyn Rice

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. Carolyn Rice has been with Harbor Wealth Management since 2001.  Read her full bio HERE.   What is the one thing you cannot resist?…

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Elyse Foster in NYT: Your Brother (or Sister or Mother) Is Asking for Money. Now What?

Elyse Foster, CFP® of Harbor Wealth Management recently spoke with journalist Tammy LaGorce about the complexities of lending money to family for The New York Times. The rules for how much to lend and when, if ever, to expect repayment are being written in real time, like so much of life during the pandemic. “Twenty…

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Pandemic Puppies

By Emily Troeltzsch The pandemic puppy is a developing type of pet. The allure of a furry friend to spend lockdown with is clear. However, many people adopting puppies right now may not fully consider what adopting a puppy really entails. While getting a puppy can be a great thing to do right now it…

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Harbor Parking Space

Harbor Welcomes Intern, Jordan Nelson

Jordan Nelson is the newest intern at Harbor Wealth Management. Jordan is a recent graduate of The University of Colorado Boulder Leeds School of Business, where he received a Bachelor of Science degree and majored in both Finance and Real Estate simultaneously. Jordan will be moving on in the academic world to complete his master’s…

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