Newsletter
Q4 2023 Newsletter
Check out the Q4 edition of the Harbor Advisor here: Q4 2023 Newsletter
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Q3 2023 Newsletter
Check out the Q3 edition of the Harbor Advisor, with tips on insuring your E-Bike and more important news from the Harbor office! Q3 2023 Newsletter
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Q1 2023 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here —Q1 2023 Newsletter This quarter’s articles: Talking to Your Kids about College Costs, What is Margin?, and a Staff Spotlight interview with Denise Givens, who recently celebrated her 5th anniversary with Harbor! Stay tuned for more announcements about Harbor’s 35th anniversary!
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Q4 2022 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here —Q4 2022 Newsletter This quarter’s articles: Strategies to Reduce Taxes From Required Minimum Distributions, Is Travel Insurance a Good Idea, Your Harbor Team Explained, and a special Staff Spotlight interview with Meg Nugent. Read all about these topics and more! We hope you enjoy 2022’s last…
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Q3 2022 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here —Q3 2022 Newsletter This quarter’s articles: How to Manage Your Finances When Interest Rates Increase, Constructing a Home Inventory, Your Harbor Team Explained, Lifeworks – Harbor Podcasts, and much more. Take a look! 👀👀👀 We hope you enjoy our newsletter!
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Q2 2022 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here —Q2 2022 Newsletter This quarter’s articles: What is Tax Loss Harvesting, Market Update, Colorado TABOR Reimbursement, Understanding the Backdoor Roth Strategy and the IRS Pro-Rata Rule, Lifeworks – Harbor Podcasts, and much more. Take a look! 👀👀👀 We hope you enjoy our newsletter!
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Q1 2022 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here — Q1 2022 Newsletter This quarter’s articles: Coping with Economic and Global Concerns, Market Update, Strong vs Weak Dollar, Protecting Against Financial Elder Abuse, Lifeworks – Harbor Podcasts, and much more. Take a look! 👀👀👀 We hope you enjoy our newsletter!
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Q4 2021 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here — Q4 2021 Newsletter This quarter’s articles: The Importance of Accurate Risk Transfer, Market Update, Saving for the Unexpected, Evaluating your Homeowners Coverage, Audiogram – Tips on making a Home Inventory, and much more. Take a look! 👀 Do you have any suggestions for future newsletter…
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Q3 2021 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here — Q3 2021 Newsletter This quarter’s articles: Continued Semiconductor Chip Shortage, Market Update, Planning for Inflation, Audiogram – Considering Divorce? and much more. Take a look! 👀 We’d love to hear your suggestions for future newsletter article topics!
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Q2 2021 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here — Harbor Q2 2021 Newsletter This quarter’s articles: Dark Web, Value Vs. Growth in a Rising Interest Rate, Changes to Child Tax Credits in 2021, Audiogram – The importance of working with a fee-only advisor and much more. Take a look! What would you like to…
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