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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
In the face of divorce, making changes to insurance coverage may be overlooked.
Retirees traveling abroad need to know that their health insurance travels with them.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Being healthy not only makes you feel good, it may also help you financially.
Here's a breakdown of how the federal government spends your tax money.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.