Uncategorized
Q4 2022 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here —Q4 2022 Newsletter This quarter’s articles: Strategies to Reduce Taxes From Required Minimum Distributions, Is Travel Insurance a Good Idea, Your Harbor Team Explained, and a special Staff Spotlight interview with Meg Nugent. Read all about these topics and more! We hope you enjoy 2022’s last…
READ MORE >
Harbor Goes to Topgolf!
The Harbor team had a great time at Topgolf last week! If you have never golfed in the snow, we say give it a swing!
READ MORE >
Q3 2022 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here —Q3 2022 Newsletter This quarter’s articles: How to Manage Your Finances When Interest Rates Increase, Constructing a Home Inventory, Your Harbor Team Explained, Lifeworks – Harbor Podcasts, and much more. Take a look! 👀👀👀 We hope you enjoy our newsletter!
READ MORE >
Q2 2022 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here —Q2 2022 Newsletter This quarter’s articles: What is Tax Loss Harvesting, Market Update, Colorado TABOR Reimbursement, Understanding the Backdoor Roth Strategy and the IRS Pro-Rata Rule, Lifeworks – Harbor Podcasts, and much more. Take a look! 👀👀👀 We hope you enjoy our newsletter!
READ MORE >
Q1 2022 Harbor Wealth Management Newsletter
Harbor Wealth Management’s most recent newsletter is available here — Q1 2022 Newsletter This quarter’s articles: Coping with Economic and Global Concerns, Market Update, Strong vs Weak Dollar, Protecting Against Financial Elder Abuse, Lifeworks – Harbor Podcasts, and much more. Take a look! 👀👀👀 We hope you enjoy our newsletter!
READ MORE >
Changes to Child Tax Credits in 2021
Effective July 15, the IRS will start issuing child tax credits on a monthly basis to eligible families as part of the American Rescue Plan. This enhanced Child Tax Credit expands the benefit from a $2,000 credit up to $3,600 per child. Who is eligible? Qualifications for this increased credit is based on your income…
READ MORE >
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.
READ MORE >