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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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The 5 Best Retirement Plans

Elyse Foster, CFP® of Harbor Wealth Management was quoted in an article, The 5 Best Retirement Plans, written by Robert Matthews for GetOutOfDebt.com about retirement plans and how to choose the best one for your needs. Many Americans are unprepared for retirement.  About 30% of people ages 55 and over have no retirement savings.  Another…

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Emily Lucero Passes the CFP Board Exam

Congratulations to Emily Lucero who recently passed the CFP board exam!  Emily joined Harbor in April 2019 and is a Client Service Manager. The CFP® certification is recognized as the highest standard in personal financial planning. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board,…

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Harbor Wealth Management in Kiplinger: Retirees, Cover Yourself With Umbrella Insurance

Elyse Foster, CFP® of Harbor Wealth Management recently spoke with journalist Mary Kane about the importance of umbrella insurance for an article for Kiplinger. Consumers are often surprised by circumstances that can lead to their personal liability exposure, as well as the extent of that exposure, says Elyse Foster, a financial planner with Harbor Wealth…

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Should You Borrow from Your 401K for a Down Payment?

By Michaela Phillips For many Americans today, having inadequate savings to put toward a down payment is the predominant factor that prevents them from being able to purchase a home. This is particularly true among millennials. In lieu of spending years setting aside money for a down payment, another option is to take out a…

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Harbor Wealth Management in Investor’s Business Daily: 5 Ways Financial Advisors Can Land Millennial Clients

Megan Miller, CFP®, CDFA® recently spoke with Adam Shell about Harbor Wealth Management’s Young Professional service model.  Young professionals have different needs and challenges than those well into their career or nearing retirement.  Harbor understands these unique needs and has developed a model specifically for the young professional that focuses on planning for the future,…

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Harbor Parking Space

Harbor Wealth Management Announces Jennifer Baham New Partner

We are pleased to announce Jennifer Baham as the newest Partner at Harbor Wealth Management. Jennifer joined Harbor in 2015 and has over 13 years of experience in the financial planning and wealth management field. Jennifer holds the CERTIFIED FINANCIAL PLANNER™ Certification, the recognized standard of excellence for competent and ethical personal financial planning.  As…

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Harbor Wealth Management in the WSJ: Clients Want to Work With Female Advisers, and Firms Are Taking Notice

Megan Miller, CFP®, CDFA® shared some insight with The Wall Street Journal about what it’s like to work for a female only wealth management firm.  Harbor Wealth Management has been women owned and managed since 1988 with a staff of four Certified Financial Planners currently. See The Wall Street Journal article, Clients Want to Work…

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Elyse Foster in WSJ: Financial Advisers Now Help With College Plans, Family Counseling, Cremains

Writing for The Wall Street Journal, Gregory Zuckerman and Lisa Beilfuss consulted with several financial adviser professionals including Elyse Foster,  CFP® of Harbor Wealth Management regarding services provided to high net worth clients. This article appeared in The Wall Street Journal on August 23, 2019. Financial Advisers Now Help With College Plans, Family Counseling, Cremains…

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Harbor Wealth Management Included in 2019 Top RIA Ranking

For the 10th year, Harbor Wealth Management of Boulder, Colorado was included in Financial Advisor’s Top RIA Survey and Ranking.  Read more about the RIA industry and see the full survey results here.

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