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.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Term insurance is the simplest form of life insurance. Here's how it works.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Being healthy not only makes you feel good, it may also help you financially.
A four-step framework for building a personal legacy.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
What are your options for investing in emerging markets?