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Harbor Wealth Management

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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Are We in a Baby Boomer Retirement Crisis?

That’s an inevitable question, because time stands still for nobody

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The Benefits Of Starting An IRA For Your Child

Writing for Investopedia, Jean Folger consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management about starting an IRA for a child. Young people often open individual retirement accounts (IRAs) when they start receiving paychecks from their first job. But actually, IRAs make excellent savings vehicles for people of an even…

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Q1 2017 Harbor Newsletter

Harbor Wealth Management’s most recent newsletter is now available – Harbor Q12017 Please contact us with any topics you would like to see in future issues.

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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)…

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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

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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.…

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Q4 2016 Harbor Newsletter

Harbor Wealth Management’s most recent newsletter is now available – Harbor Q42016 Please contact us with any topics you would like to see in future issues.

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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.

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Q3 2016 Harbor Newsletter

Harbor Wealth Management’s most recent newsletter is now available – Harbor Q32016 Please contact us with any topics you would like to see in future issues.

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