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Design Your Dream Retirement: 3 Steps to Find Purpose in Your Golden Years

Design Your Dream Retirement: 3 Steps to Find Purpose in Your Golden Years

by Kim Hall | May 21, 2024 | Retirement

Retirement can be a long journey – lasting several decades for the most fortunate amongst us. Yet, most Americans actually struggle to grasp how long their golden years could last: A recent report found that most people underestimate their retirement lifespan, which...
The Clarity Difference: Learn What Sets Us Apart from Other Financial Advisors

The Clarity Difference: Learn What Sets Us Apart from Other Financial Advisors

by Kim Hall | Mar 5, 2024 | Financial Planning

To understand what makes Clarity Wealth Development different, it may be helpful first to explain how we got here. Our Founder, Kay Dee Cole, spent many years working for brokerage firms where she was told that people wouldn’t pay for financial planning – but she...
2024 Finances: 3 Money Moves to Make to Start the Year Off Right

2024 Finances: 3 Money Moves to Make to Start the Year Off Right

by Kim Hall | Jan 5, 2024 | Financial Planning

While every new year often bring resolutions to mind, we want to spend some time today looking at some financial housekeeping that can set you up for a successful year.  It’s important to plan ahead and start the year off strong with your financial goals – especially...
529 to Roth IRA Conversions: Everything to Know About the SECURE 2.0 ACT

529 to Roth IRA Conversions: Everything to Know About the SECURE 2.0 ACT

by Kim Hall | Dec 6, 2023 | Financial Planning, Organizing Your Finances

When it comes to investing, there’s a plethora of technical jargon standing in the way of your money management – what’s a fiduciary? How does a bond work? When would early withdrawal from your IRA make sense? Fortunately, there are also financial guides (AKA...
‘Will Social Security End in My Lifetime?’ and 5 Other Common Questions About Social Security

‘Will Social Security End in My Lifetime?’ and 5 Other Common Questions About Social Security

by Kim Hall | Nov 8, 2023 | Financial Planning, Retirement

For a government program designed to help people feel more secure, few topics strike more panic in the hearts of retirement-minded people than the future of Social Security. Case in point: Earlier this year, we sent a survey to all of our clients asking them to name...
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520 NW Oak Ave Suite A, Corvallis, OR 97330