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.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
The true cost of raising a child may be far more than you expect.
The uncertainties we face in retirement can erode our sense of confidence.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Apps that help small business owners better manage and grow their business.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Making the most of surprises is a great reason to work with us.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.