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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Don't let procrastination keep you from pursuing your financial dreams and goals.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
There are things about Social Security that might surprise you.
Understanding how a stock works is key to understanding your investments.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
With alternative investments, it’s critical to sort through the complexity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.