by Keith Jacoby, CFP®, CIMA®  CEO  When people hear the term “legacy planning,” many assume it’s only relevant for ultra-wealthy families with private foundations and vast estates. But…

Kurt Maurillo, Managing Director of Clarity Wealth, was recently approved and registered as a Player Financial Advisor with the National Football League’s Players Association for the 2025…

As we reach the halfway point of what’s proven to be an eventful and often unpredictable year, we want to take a moment to reflect on your…

“Only put off until tomorrow what you are willing to die having left undone.” – Pablo Picasso  Estate planning often falls into the “tomorrow” category. It’s understandable…