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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The item most homeowners forget on their home improvement project checklist is insurance.
Bonds may outperform stocks one year only to have stocks rebound the next.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
It's important to understand the pros and cons when considering a prepaid debit card.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Are Real Estate Investment Trusts right for your portfolio?
What are your options for investing in emerging markets?
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.
Have you explored all your options when it comes to managing your taxable income?
Investors seeking world investments can choose between global and international funds. What's the difference?