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Harbor Wealth Management

Hikes We Like

Kasha-Katuwe Tent Rocks National Monument

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Identity Protection

Tips for protecting your identity, credit and social security number

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Weekend at Vermejo Ranch

Vermejo Ranch in northeast New Mexico near Sangre de Christo mountains of southern Colorado

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Hikes We Like

Colorado; a hiker’s paradise

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Elyse Foster Quoted in WSJ: Talk Is Cheap: Automation Takes Aim at Financial Advisers – and Their Fees”

Elyse Foster, CFP® was recently quoted in The Wall Street Journal’s article “Talk Is Cheap: Automation Takes Aim at Financial Advisers – and Their Fees” The Wall Street Journal explores advisory compensation by exploring fees for asset management and planning. The article addresses the question- Are robo advisors and other low cost platforms putting pressure on…

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What’s the Minimum I Need to Retire?

Can you retire with $1 million dollars?

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Q2 2017 Harbor Newsletter

Harbor Wealth Management’s most recent newsletter is now available – Harbor Q22017 Please contact us with any topics you would like to see in future issues.

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Hikes We Like

Quandary Peak

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Harbor Wealth Management Included in 2017 Top RIA Ranking

For the 8th year, Harbor Wealth Management of Boulder, Colorado was included in Financial Advisor’s Top RIA Survey and Ranking.  Read more about the RIA industry and see the full survey results here. 

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The Top 9 Benefits of a 403(b) Plan

Writing for Investopedia, Eric Fontinelle consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management.  A 403(b) plan is a type of tax-sheltered retirement plan that has a lot in common with the more widely recognized 401(k) plan. A 403(b) plan is for employees who work in organizations that serve certain religious,…

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