by Kay Dee Cole | Mar 7, 2023 | Uncategorized
Welcome to our latest “Meet the Team!” In this episode, you’ll get up close and personal with one of the pillar members of Clarity – our Director of Financial Planning, Kim Hall. Read on to learn about her interest, secret talent, favorite karaoke song and more. ...
by Kay Dee Cole | Feb 17, 2023 | Widows & Divorce Planning
Losing a spouse is life-changing, and the grieving process can be made even more difficult when faced with financial challenges. After the initial process of sorting through your money and covering funeral costs, you still have to find a way to provide for yourself in...
by Kay Dee Cole | Jan 9, 2023 | Financial Planning
Saving more is on everyone’s minds at this time of year. But how do you compare to your peers? According to data published by MarketWatch, how much does the average 45-54 year old American have in savings – not including retirement funds? Ready for the...
by Kay Dee Cole | Dec 5, 2022 | Financial Planning
It may not surprise you that our home state of Oregon is number one in the country for Christmas tree farms – after all, the fir tree is even represented on our state flag, and we grow nearly 4 million Christmas trees each year (that’s 30% of all Christmas trees...
by Kay Dee Cole | Dec 5, 2022 | Taxes
The last weeks of the year are jam-packed with familial obligations and holiday festivities. But in between the eggnog and gift-wrapping, it’s important to make room for your financial planning. Tax planning and financial planning go hand in hand. When you combine...
