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Financial Planning

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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Fiduciary 101

Who, what and how to find a fiduciary?

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Mortgage Interest Deduction for Unmarried Couples

A recent decision by the IRS further increases the ‘marriage penalty’ but benefits unmarried couples.

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Donating Life Insurance

possibilities for using life insurance policies for charitable giving

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National Cyber Security Awareness Month

Did you know that October is National Cyber Security Awareness Month?

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Boulder Senior Services

Did you know that Boulder has an extensive Senior Services program?

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A Plan as Unique as Your Life

Access to financial advice is more readily available than ever before

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Law and Ordinance Insurance

Do you know what it is?

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Special Needs Planning

Planning for a person with special needs

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