Simplify Your Life. Achieve Your Goals.
Charting a course together to meet your needs and realize your aspirations, Clear Harbor provides wealth management services to individuals, families and organizations.
Understanding your unique story and listening to your perspective helps us provide transparent prudent, and thoughtful advice. Acting in concert with your philosophy to achieve your goals, we partner with you to effectively execute a well crafted wealth management strategy, building and protecting your wealth over the long term.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How Income Taxes Work
A quick look at how federal income taxes work.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Learn when it may not make sense to file a claim on your home insurance.
Five strategies for managing your student debt.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What can be learned from the savings rate?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
A bucket plan can help you be better prepared for a comfortable retirement.