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Megan Miller, CFP®, CDFA® discusses “Financial Planning During Divorce: What You Need to Know”

Megan recently talked with Shana founder of The Mom Edit about the importance of financial planning during a divorce. Too many women are coming out of divorces with the short end of the financial stick, Megan is trying to change that. This article was originally published on The Mom Edit August 15, 2021 FINANCIAL PLANNING…

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Harbor Wealth Management Included in 2021 Top RIA Ranking

For the 12th year, Harbor Wealth Management of Boulder, Colorado was included in Financial Advisor’s Top RIA Survey and Ranking.  Read more about the RIA, Registered Investment Advisor industry and see the full survey results here. If you would like to find out more about Harbor Wealth Management and if we are a good fit…

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Harbor Welcomes Aditya Sinha

Aditya Sinha has recently joined Harbor’s team as a Wealth Management Intern. He is a Senior pursuing a Bachelor’s degree in Finance and Information Management from the Leeds School of Business at the University of Colorado and plans to graduate in May 2022. Welcome!

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Elyse Foster in Barron’s: A Loophole Makes “529” Plans Good Wealth Transfer Tools. Here’s How to Use Them.

Elyse Foster, CFP® of Harbor Wealth Management in Boulder, CO recently spoke with journalist Neal Templin about “529” education-savings plans and how they allow people to save and invest tax-free for college or schooling costs.  Accountants, estate lawyers, and financial planners say they also are flexible estate-planning tools that can have utility beyond education spending…

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Elyse Foster in MDLinx: Here’s how doctors can catch up on retirement savings

Elyse Foster, CFP® of Harbor Wealth Management in Boulder, CO recently spoke with journalist Naveed Saleh, MD, MS about physicians and their retirement savings. Many are not able to begin saving for retirement until well into their 40s.  At this point, it becomes a game of catch-up.  So, what’s a doctor to do? The article…

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Elyse Foster in Barron’s: How a Cash Stash Can Help Retirees Keep Peace of Mind, if Not Portfolio

Elyse Foster, CFP® of Harbor Wealth Management in Boulder, CO recently spoke with journalist Neal Templin about the importance of cash buckets. March 6, 2021 – While market downturns can be unnerving for any investor, they can be devastating for retirees who have begun spending down investments and must sell depleted shares of stock. If…

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Harbor Wealth Management Included in 2020 Top RIA Ranking

For the 11th year, Harbor Wealth Management of Boulder, Colorado was included in Financial Advisor’s Top RIA Survey and Ranking.  Read more about the RIA, Registered Investment Advisor industry and see the full survey results here. If you would like to find out more about Harbor Wealth Management and if we are a good fit…

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Elyse Foster in Barron’s: Older Investors Are Seen as Patient. In Market Downturns, They’re Anything But.

Elyse Foster, CFP® of Harbor Wealth Management in Boulder, CO recently spoke with journalist Neal Templin about older investors reactions to market downturns. August 15, 2020 – Older people have a reputation for being less impulsive. But when it comes to their investments, people at or close to retirement often react more hastily to market…

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Elyse Foster in NYT: Your Brother (or Sister or Mother) Is Asking for Money. Now What?

Elyse Foster, CFP® of Harbor Wealth Management recently spoke with journalist Tammy LaGorce about the complexities of lending money to family for The New York Times. The rules for how much to lend and when, if ever, to expect repayment are being written in real time, like so much of life during the pandemic. “Twenty…

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Are We in a Baby Boomer Retirement Crisis?

Elyse Foster, CFP® of Harbor Wealth Management was quoted in an article,  Are We in a Baby Boomer Retirement Crisis?  by Barbara A. Friedberg for Investopedia.com. The article looks at how financially prepared the Baby Boomer generation is for retirement.“This is the first generation to face saving for retirement on their own,” says Elyse Foster,…

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