blogbanner

Financial Planning

6 Late-Stage Retirement Catch-Up Tactics

Writing for Investopedia, Glenn Curtis consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management.  People approaching retirement age with little in savings may have a bumpy road ahead. But certain steps can build a nest egg as rapidly as possible to ensure at least some money will be there for support…

READ MORE >

Helping Your Child Build Credit

helping your child learn about and establish credit is an important life skill

READ MORE >

When Should Retirees Downsize?

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

READ MORE >

HSAs and FSAs

Staying Healthy, Wealthy, and Wise About Your Health Care Coverage

READ MORE >

Identity Protection

Tips for protecting your identity, credit and social security number

READ MORE >

What’s the Minimum I Need to Retire?

Can you retire with $1 million dollars?

READ MORE >

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,…

READ MORE >

Are We in a Baby Boomer Retirement Crisis?

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

READ MORE >

Paying Off Student Loans

There are many choices for repaying student loans. This checklist can help you weigh them.

READ MORE >

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…

READ MORE >