by Kim Hall | May 13, 2022 | Estate Planning, Financial Planning, Organizing Your Finances, Protecting Your Assets & Credit
Estate planning isn’t anyone’s idea of a good time – but it’s one of the most important steps you can take to make the transition easier for your loved ones after you’ve passed on. A big piece of estate planning that’s often overlooked is digital assets. Today, we’re...
by Kim Hall | Apr 21, 2022 | Taxes
When it comes to saving on your taxes, there are many long-term and short-term strategies you can use to reduce your next tax bill, and optimize your taxes for years to come. While the best way to approach your tax-saving solution is to consult with a financial...
by Kim Hall | Mar 31, 2022 | Financial Planning, Investing, Retirement
So you’ve done the hard work and saved up some money for your retirement – now what? The foundation of any successful retirement plan is a solid saving strategy, but it can’t end there. With inflation rates continuously rising (now especially), money in your bank...
by Kim Hall | Mar 29, 2022 | Retirement
We’ve been thinking about passwords and password security a lot lately here at Clarity, and according to a recent study conducted by cybersecurity firm Hive, your password might not be as strong as you think. Pop quiz: How long do you think it would take an...
by Kim Hall | Mar 23, 2022 | College Planning
You’ve probably heard us say over and over again how important it is to understand your priorities in financial planning and decision making. In fact, we spend several hours setting priorities with clients before we even begin working on their financial plan. If we...
