Skip to content
blogbanner

Press

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…

READ MORE >

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,…

READ MORE >
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…

READ MORE >

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…

READ MORE >

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…

READ MORE >

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.

READ MORE >

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…

READ MORE >

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…

READ MORE >

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…

READ MORE >

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…

READ MORE >