Press Archives - Page 4 of 7 - Harbor Wealth Management

When Should Retirees Downsize?

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

Elyse Foster Quoted in WSJ: Talk Is Cheap: Automation Takes Aim at Financial Advisers – and Their Fees”

Elyse Foster, CFP® was recently quoted in The Wall Street Journal’s article “Talk Is Cheap: Automation Takes Aim at Financial Advisers – and Their Fees” The Wall Street Journal explores advisory compensation by exploring fees for asset management and planning. The article addresses the question- Are robo advisors and other low cost platforms putting pressure on…

What’s the Minimum I Need to Retire?

Can you retire with $1 million dollars?

Harbor Wealth Management Included in 2017 Top RIA Ranking

For the 8th 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.

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,…

Elyse Foster moderator at Private Wealth Forum

Opportunistic Alternative Investing

Are We in a Baby Boomer Retirement Crisis?

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

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…

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)…

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