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Retirees Need Emergency Funds Too

Writing for Kiplinger, Mary Kane consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management regarding emergency funds for retirees. You may think of an emergency fund as the cash stash to keep when you are working, with employees typically advised to save six months’ worth of living expenses in the…

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Income-Based Fees Make a “Comeback”

Writing for WealthManagement.com, Samuel Steinberger consulted with several veteran advisors including Elyse Foster, CFP® of Harbor Wealth Management.    When three-time Olympic medalist and financial advisor Lauryn Williams opened her Dallas-based firm, Worth Winning LLC, she gave a lot of thought to how she was going to charge clients. Her niche is athletes and young…

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Including Digital Assets in Your Estate Planning

Published February 7, 2019 Investopedia Congratulations! You have drafted a will and filled out answers to questions regarding who assists you if you are unable to make financial and medical decisions for yourself. You may have even completed a living will and the more advanced medical directives. Are you finished? I’m afraid not. Planning for digital assets has become an important addition…

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The Basics of a 401(k) Retirement Plan

Writing for Investopedia, Mark P. Cussen consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management and found many circumstances to ponder.   Since its inception in 1978, the 401(k) plan has grown to be the most popular type of employer-sponsored retirement plan in America. Millions of workers depend on the money that they have saved…

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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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Elyse quoted in WSJ

Elyse Foster, CFP® was quoted in the Wall Street Journal article “No, Stocks Aren’t Cheap, but Don’t Act Rashly”.  

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Harbor Included in 2018 Top RIA Ranking

For the 9th year, Harbor Wealth Management of Boulder, Colorado was included in Financial Advisor’s 2018 Top RIA Ranking. Read more about this industry whose clients and technologies are rapidly evolving along with the full results from Financial Advisor  here.

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Due Diligence Needed in Socially Responsible Investing

Socially responsible investing

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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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When Should Retirees Downsize?

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

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