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    • Pause Before You Click: Healthy Skepticism Can Protect Your Finances
      Financial Health

      Pause Before You Click: Healthy Skepticism Can Protect Your Finances

      ByGini Phillips May 30, 2025June 2, 2025

      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…

      Read More Pause Before You Click: Healthy Skepticism Can Protect Your FinancesContinue

    • Turning Losses into Opportunities: The Power of Tax-Loss Harvesting
      Financial Health

      Turning Losses into Opportunities: The Power of Tax-Loss Harvesting

      ByGini Phillips May 30, 2025June 2, 2025

      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,…

      Read More Turning Losses into Opportunities: The Power of Tax-Loss HarvestingContinue

    • Spencer Gauta Headshot
      Financial Health

      The Financial Survival Guide for Physicians: What They Don’t Teach you in Medical School 

      ByGini Phillips March 26, 2025March 28, 2025

      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…

      Read More The Financial Survival Guide for Physicians: What They Don’t Teach you in Medical School Continue

    • 2025 Q1 Newsletter Screenshot
      Practice News & Community

      2025 Quarter 1 Newsletter

      ByGini Phillips March 24, 2025March 28, 2025

      Read More 2025 Quarter 1 NewsletterContinue

    • Airplane
      Financial Health

      The Importance of Cruising Altitude: How Clarity Wealth’s 3 Altitudes of Planning Bring Confidence

      ByGini Phillips March 13, 2025September 8, 2025

      When planning for the future, it’s easy to focus on the thrilling moments – buying a home, launching a business, or celebrating a well-earned retirement. But true…

      Read More The Importance of Cruising Altitude: How Clarity Wealth’s 3 Altitudes of Planning Bring ConfidenceContinue

    • Clarity Wealth logo with the text "One Life. True Clarity." and the tagline "With CLARITY Comes Confidence.
      Videos: Our Why & Approach

      Clarity Wealth is Leading the Way

      ByGini Phillips February 4, 2025July 23, 2025

      For over 40 years, advisors at Clarity Wealth have been helping families achieve financial success. With nearly $6 billion (as of 1/31/25) in assets under management, multiple esteemed national…

      Read More Clarity Wealth is Leading the WayContinue

    • Kurt Maurillo
      Practice News & Community

      Kurt Maurillo Registered as NFL Players Association Player Financial Advisor

      ByGini Phillips January 21, 2025February 13, 2025

      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…

      Read More Kurt Maurillo Registered as NFL Players Association Player Financial AdvisorContinue

    • A sleek Porsche car parked inside a spacious garage, showcasing a modern and stylish automotive environment.
      Financial Health

      Cleaning Out Your Financial ‘Garage’ to Gain Clarity

      ByGini Phillips October 9, 2024January 8, 2026

      Homeowners use their garage as a place to store all sorts of things – tools, holiday decor, personal items, sporting equipment, gardening supplies and more. Over the…

      Read More Cleaning Out Your Financial ‘Garage’ to Gain ClarityContinue

    • Charts and graphs that display business valuation, highlighting the critical nature of financial analysis.
      Business

      How Do You Capitalize on the Business You Built?

      ByGini Phillips October 9, 2024February 13, 2025

      As a longtime business owner, you’ve probably spent much of your life working to make sure your company is successful. That’s meant long hours, sleepless nights, working…

      Read More How Do You Capitalize on the Business You Built?Continue

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