Harbor Wealth Management, Author at Harbor Wealth Management

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…

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…

Staff Spotlight – Elyse Foster

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. Elyse Foster is the founding principal of Harbor Wealth Management, founded in 1988. Read her full bio HERE. What is the most recent…

Are We in a Baby Boomer Retirement Crisis?

Elyse Foster, CFP® of Harbor Wealth Management was quoted in an article, Are We in a Baby Boomer Retirement Crisis? by Barbara A. Friedberg for Investopedia.com. The article looks at how financially prepared the Baby Boomer generation is for retirement.“This is the first generation to face saving for retirement on their own,” says Elyse Foster,…

The 5 Best Retirement Plans

Elyse Foster, CFP® of Harbor Wealth Management was quoted in an article, The 5 Best Retirement Plans, written by Robert Matthews for GetOutOfDebt.com about retirement plans and how to choose the best one for your needs. Many Americans are unprepared for retirement. About 30% of people ages 55 and over have no retirement savings. Another…

Emily Lucero Passes the CFP Board Exam

Congratulations to Emily Lucero who recently passed the CFP board exam! Emily joined Harbor in April 2019 and is a Client Service Manager. The CFP® certification is recognized as the highest standard in personal financial planning. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board,…

Staff Spotlight – Megan Miller

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. Megan Miller has been with Harbor since 2012. Read her full bio HERE. What is the most recent downloaded app on your phone?…

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…

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…