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Harbor Wealth Management Announces Jennifer Baham New Partner

We are pleased to announce Jennifer Baham as the newest Partner at Harbor Wealth Management. Jennifer joined Harbor in 2015 and has over 13 years of experience in the financial planning and wealth management field. Jennifer holds the CERTIFIED FINANCIAL PLANNER™ Certification, the recognized standard of excellence for competent and ethical personal financial planning.  As…

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Gardening Event!

Earlier this summer, Harbor Wealth Management purchased a “Potting Party” at an auction benefiting the Humane Society of Boulder Valley and invited a group of clients to join in on the fun. The class was led by professionals at L.I.D. Landscapes of Boulder, CO.  They demonstrated proper potting techniques with hands on instruction including tips…

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Harbor Wealth Management in the WSJ: Clients Want to Work With Female Advisers, and Firms Are Taking Notice

Megan Miller, CFP®, CDFA® shared some insight with The Wall Street Journal about what it’s like to work for a female only wealth management firm.  Harbor Wealth Management has been women owned and managed since 1988 with a staff of four Certified Financial Planners currently. See The Wall Street Journal article, Clients Want to Work…

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Elyse Foster in WSJ: Financial Advisers Now Help With College Plans, Family Counseling, Cremains

Writing for The Wall Street Journal, Gregory Zuckerman and Lisa Beilfuss consulted with several financial adviser professionals including Elyse Foster,  CFP® of Harbor Wealth Management regarding services provided to high net worth clients. This article appeared in The Wall Street Journal on August 23, 2019. Financial Advisers Now Help With College Plans, Family Counseling, Cremains…

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HSAs – Not Just a Handy Savings Account

Most people think of their Health Savings Accounts (HSA) as just a handy, tax deductible savings account to pull funds out of to pay medical bills.  But is there a better way to use your HSA?  If you have the means to pay your medical bills out of pocket (or the good fortune to be…

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Exploring Moab

I recently spent a long weekend exploring a few of the many natural wonders in Moab, Utah. On our first full day there, we hiked the Morning Glory Bridge Trail, located in the Grandstaff Canyon. The hike is about 5 miles roundtrip and follows the scenic sandstone canyon. A small stream flows though the canyon…

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Don’t Make a Hacker’s Job Easier

With the proliferation of online access, weak passwords are the ultimate prize for hackers. Sophisticated software and extensive databases of common passwords create a virtual key ring of possibilities to crack logins. According to Live Consulting, a hacker can run 420 billion simple, lower case, 8 character password combinations in a minute. And if you…

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Q2 2019 Harbor Newsletter

Harbor Wealth Management’s most recent newsletter is now available — Harbor Q22019 Please contact us with any topics you would like to see in future issues.

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Harbor Wealth Management Included in 2019 Top RIA Ranking

For the 10th 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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Do Your Financial Documents Spark Joy?

Thanks to Marie Kondo’s decluttering philosophy, I am not able to look at anything without thinking “But does it spark joy?” Although financial documents and records may not spark joy, here are some tips to determine what should be kept.  First and foremost, if you haven’t already opted to go paperless, consider it and lessen…

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