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 Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A collection of tips from professional travelers.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.