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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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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 Foster quoted in WSJ: No, Stocks Aren’t Cheap, but Don’t Act Rashly”

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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