Harbor Wealth Management, Author at Harbor Wealth Management

Why You Shouldn’t Stick With Your 401(k) Plan’s Default Settings

Writing for U.S. News, Emily Brandon, consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management of Boulder, CO regarding 401(k) Plan automatic enrollment settings. Automatic enrollment tends to lead to low savings rates and one-size-fits-all investments. See the full article here: “Why You Shouldn’t Stick With Your 401(k)…

Megan Miller Promoted to Chief Investment Officer

Congrats!

What I’m Reading…

Red Notice

Helping your clients with their digital legacy

Writing for Napfa Advisor Magazine, Susan Weiner, consulted with wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management of Boulder, CO. This article discusses the importance of including provisions for digital legacies. See the full article here: Helping your clients with their digital legacy

Elyse Foster Quoted in WSJ: Advisers to Snap-Hungry Clients: Wait Until After the IPO”

Elyse Foster, CFP® was quoted in The Wall Street Journal’s article “Advisers to Snap-Hungry Clients: Wait Until After the IPO”

Harbor Client Appreciation Party

We thank all who came – it was wonderful to enjoy an evening of good conversation with good friends and good food.

5 Ways a Home-Equity Line of Credit (HELOC) Can Hurt You

Writing for Investopedia, Amy Fontinelle consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management about HELOCs. You may have heard that a home equity line of credit (HELOC) is a convenient, flexible and low-cost way to borrow money. All these statements can be true if you manage your HELOC prudently.…

Fiduciary 101

Who, what and how to find a fiduciary?

Elyse Foster in Financial Planning: How to Keep Client Data Safe from Hackers

Elyse Foster, CFP® shared ideas with Financial Planning about protecting client data. Harbor Wealth Management specializes in providing comprehensive financial planning and investment management to individuals, families, and small businesses since 1988 from our locations in Boulder and Denver. See the article here.