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The Top 9 Benefits of a 403(b) Plan

Writing for Investopedia, Eric Fontinelle consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management.  A 403(b) plan is a type of tax-sheltered retirement plan that has a lot in common with the more widely recognized 401(k) plan. A 403(b) plan is for employees who work in organizations that serve certain religious,…

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Elyse Foster moderator at Private Wealth Forum

Opportunistic Alternative Investing

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Are We in a Baby Boomer Retirement Crisis?

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

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The Benefits Of Starting An IRA For Your Child

Writing for Investopedia, Jean Folger consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management about starting an IRA for a child. Young people often open individual retirement accounts (IRAs) when they start receiving paychecks from their first job. But actually, IRAs make excellent savings vehicles for people of an even…

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Why You Shouldn’t Stick With Your 401(k) Plan’s Default Settings

Writing for U.S. News, Emily Brandon, consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management of Boulder, CO regarding 401(k) Plan automatic enrollment settings.    Automatic enrollment tends to lead to low savings rates and one-size-fits-all investments.   See the full article here:  “Why You Shouldn’t Stick With Your 401(k)…

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Helping your clients with their digital legacy

Writing for Napfa Advisor Magazine, Susan Weiner, consulted with wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management of Boulder, CO. This article discusses the importance of including provisions for digital legacies. See the full article here:   Helping your clients with their digital legacy

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Elyse Foster Quoted in WSJ: Advisers to Snap-Hungry Clients: Wait Until After the IPO”

Elyse Foster, CFP® was quoted in The Wall Street Journal’s article “Advisers to Snap-Hungry Clients: Wait Until After the IPO”

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5 Ways a Home-Equity Line of Credit (HELOC) Can Hurt You

Writing for Investopedia, Amy Fontinelle consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management about HELOCs. You may have heard that a home equity line of credit (HELOC) is a convenient, flexible and low-cost way to borrow money. All these statements can be true if you manage your HELOC prudently.…

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Elyse Foster in Financial Planning: How to Keep Client Data Safe from Hackers

Elyse Foster, CFP® shared ideas with Financial Planning about protecting client data.  Harbor Wealth Management specializes in providing comprehensive financial planning and investment management to individuals, families, and small businesses since 1988 from our locations in Boulder and Denver. See the article here.

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The National Association of Personal Financial Advisors

Elyse has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).

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