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...
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...
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...
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...
by Kim Hall | Oct 5, 2023 | Trivia
Last year, we asked you how much Americans were planning to spend on Halloween expenses (the answer was $10 billion). This year, that number has jumped by a couple billion dollars. So our question this month is this: How much do Americans expect to spend per household...
