blogbanner

Harbor Wealth Management

Insuring Your Remodel

By Carolyn Rice Planning a major remodeling project?  There are two good reasons to call your insurance company before you begin the project.  The first is to determine how your homeowner’s policy will need to be updated to cover the new additions made to the property when the project is finished. The second, the one…

READ MORE >

Q4 2019 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q42019 Read on for New Year’s resolutions, Q4 2019 market recap, benefits of making charitable contributions using  your required minimum distribution (RMD) and more. Are there any financial planning or portfolio management topics you would like to know more about?  If so, let us…

READ MORE >

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…

READ MORE >

New Year’s Planning List

The power of a financial 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…

READ MORE >

SECURE Act

Setting Every Community Up for Retirement Enhancement (SECURE) Act The SECURE Act was passed by the House on 12/17/2019 and by the Senate on 12/19/2019. This bill is the biggest piece of legislation on retirement to be passed in a decade and many of its changes are going to come into effect as of December…

READ MORE >

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…

READ MORE >

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…

READ MORE >

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…

READ MORE >

Q3 2019 Harbor Wealth Management Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q32019 See what financial planning and personal training have in common, learn a bit about margin loans and how it can be a useful financial planning tool, how to use a tax-advantaged 529 education plan and much more. Are there any financial planning or…

READ MORE >

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…

READ MORE >