Clear Harbor Asset Management - New York, NY

420 Lexington Ave, Suite 2006
New York, NY 10170

Call Us: (212) 867-7310

Who are we? Achieve your goals What’s New Simplify Your Life

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.

Helpful Content

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

The Best Apps in Travel

Technology tips to make your next trip even better.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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