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.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Here’s a guide to explain all the parts of Medicare.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Do your insurance needs stay the same when the nest empties?
A look inside the U.S. government's statistics on household net worth.
An increasing number have been developed to help individuals with their personal finances.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates can pose a threat to investment returns.
When do you need a will? The answer is easy: Right Now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are three things to consider before dipping into retirement savings to pay for college.