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Financial Planning

Why Saving 10% Won’t Get You Through Retirement

Writing for Investopedia, Vanessa Page consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management.    Retirement experts and financial planners often tout the 10% rule: In order to have a good retirement, you must save 10% of your income. The truth is unless an individual plans to go abroad after…

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Saving for College: what are my options?

The first and most important step is deciding to save.

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Personal Financial Planning Program

New program offered at Leeds School of Business

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The Importance of Natural Disaster and Financial Crisis Preparedness

By Megan Miller, CFP Unfortunately, Mother Nature was particularly harsh in September and October both domestically and abroad.  We saw three major hurricanes hit the southern United States, and several devastating wildfires whip through the West.  As a state that has seen firsthand the power of floods and fires, we all know how quickly it…

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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…

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Helping Your Child Build Credit

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

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When Should Retirees Downsize?

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

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HSAs and FSAs

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

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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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