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…
Kurt Maurillo Registered as NFL Players Association Player Financial Advisor
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…
