by Kay Dee Cole | Apr 16, 2024 | Financial Planning, Protecting Your Assets & Credit, Retirement
After years of hard work, smart savings decisions, and a commitment to living below your means, you’ve finally reached that coveted “millionaire-next-door” status – but now what? When your net worth crosses the million-dollar threshold, you’re in the top 3% of all...
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 Kay Dee Cole | Nov 29, 2023 | Financial Planning
It’s that sparkly, special time again – when the dawn of a new year brings thoughts of change and self-improvement in the form of New Year’s Resolutions. According to a Statista survey, saving more money was the fourth most common resolution for 2023, with 39% of...
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...
