by Kay Dee Cole | Jun 11, 2024 | Uncategorized
“Retirement” conjures images of sunny beaches, leisurely afternoons, and finally having the time to pursue your passions – but what about the legacy you leave behind? Many people think a legacy is something that forms after you’re gone, but in reality, the way you...
by Kay Dee Cole | Jul 5, 2023 | Uncategorized
Welcome to our latest “Meet the Team!” This week, we’re getting to know our Senior Client Services Associate, Jennifer Mast. Meet Jennifer Jennifer grew up and attended college in Northern Indiana. After high school and during part of college, she lived in Germany....
by Kim Hall | Apr 18, 2023 | Uncategorized
We’re back with another “Meet the Team” – and this week, we’re getting to know the Founder and Owner of Clarity Wealth Development, Kay Dee Cole! Meet Kay Dee Growing up a farmer’s daughter just south of Corvallis, Oregon, Kay Dee learned the value of hard work and...
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 | May 3, 2021 | Decision Making, Financial Planning, Uncategorized
These days it seems there is so much to worry about. The media is replete with news of shootings, civil unrest, and the global pandemic. Financially, there are concerns about inflation, taxes, and deficits. Because life, with all its trials and uncertainty, provides...
by Kay Dee Cole | Oct 3, 2016 | Estate Planning, Financial Planning, News, Organizing Your Finances, Protecting Your Assets & Credit, Retirement, Uncategorized
The American Bar Association reports that one in 10 Americans over the age of 60 will experience some form of elder abuse. And according to the National Center on Elder Abuse (NCEA) only one in 45 cases is actually reported! Most people can’t imagine that...
