Legacy Planning: Not Just for the Ultra-High Net Worth
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…
Protecting What Matters Most How Life Insurance Can Strengthen Your Estate Plan
“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…
Confidently Staying the Course
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…
Pause Before You Click: Healthy Skepticism Can Protect Your Finances
As technology makes managing finances more convenient, it also creates new opportunities for cybercriminals – especially those who target older adults. At Clarity Wealth, protecting your personal…
Turning Losses into Opportunities: The Power of Tax-Loss Harvesting
True financial success is not only determined by how much you earn but also by how wisely you manage what you keep. As your trusted financial advisor,…
The Financial Survival Guide for Physicians: What They Don’t Teach you in Medical School
By Spencer Gauta, Wealth Advisor You’ve dedicated years to excelling in your medical career, but when it comes to managing your finances, the path forward can feel…