by Kay Dee Cole | Sep 28, 2017 | News
Your 401(k) plan sets the stage for your retirement – but is it ever okay to raid the account before you reach retirement? There are penalties in place to discourage taking money out early; however, more than one-third of 401(k) participants dip into retirement...
by Kay Dee Cole | Sep 14, 2017 | Estate Planning
Your estate is much more than just your physical belongings and financial assets – it’s all the pieces of your life you’ve collected over the years. A great way to ensure your wisdom, memories and messages are passed onto your loved ones is to collect them...
by Kay Dee Cole | Aug 31, 2017 | Estate Planning, Financial Planning, News, Protecting Your Assets & Credit, risk, Tips for Saving
According to a survey by the American Psychological Association, women worry more about their financial security than men. Almost a third of the women surveyed said they worry about finances all the time. And more than half experience stress just trying to make ends...
by Kay Dee Cole | Aug 17, 2017 | News
Many Clarity Wealth clients make it a priority to give generously to charitable organizations, non-profits and causes that align with their passions. Here at Clarity, we love to partner with Lumina Hospice. Charity is an amazing way to give back to your community, but...
by Kay Dee Cole | Jul 17, 2017 | Financial Planning, News
Ever wonder what a typical day for an advisor entails? Although each advisor has a different approach to financial planning (and life in general), we’d love to give you an idea of what a regular day at Clarity looks like. Here’s an inside look at Kay Dee...
