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...
by Kay Dee Cole | Oct 11, 2023 | Financial Planning
Does this sound familiar to you? “I hate all this paperwork and transactional details. I wish I thought having money was fun…” When people think of financial planning, “fun” usually isn’t the first word that comes to mind. And that’s a common misconception: that...
by Kay Dee Cole | Sep 27, 2023 | Financial Planning, Tips for Saving
Where do you see yourself when you picture the later years of retirement? Are you at home, in an independent living community, or in an assisted care facility? Although it’s not fun to think about, most of us – nearly 70% – will need long-term care in our senior...
by Garrett Dresen, CFP® | Sep 20, 2023 | Financial Planning, Organizing Your Finances
Understanding your benefits as a NuScale employee is crucial for making the most of your financial compensations. One of the standout benefits offered by NuScale is the opportunity to receive Restricted Stock Units (RSUs) and Non-Qualified Stock Options (NQSOs), both...
by Kim Hall | Jul 19, 2023 | Financial Planning
In this week’s ‘Meet the Team,’ we invite you to get to know an amazing member of the Clarity Wealth team: Aumi Hall, Client Service Associate. Meet Aumi As a third generation Oregonian, Aumi is proud to call the beautiful city of Corvallis her home. As an active...
