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Financial Planning

Identity Protection

Tips for protecting your identity, credit and social security number

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What’s the Minimum I Need to Retire?

Can you retire with $1 million dollars?

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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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Paying Off Student Loans

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

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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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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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