by Kim Hall | Jan 16, 2026 | Financial Planning
At first glance, it may be hard to tell advisors apart. In reality, advisors can differ in a lot of ways: the services they provide, how they charge for them, what professional certifications they hold, whether they are a fiduciary or not, and several other...
by Kay Dee Cole | Oct 23, 2025 | Estate Planning, Financial Planning
If you’re reading this article to try to figure out what to do with inheritance money, let me start by saying two things: I’m sorry for your loss. Whether you were close to the person who passed away or not, losing someone is a difficult journey. Good job seeking...
by Kim Hall | Oct 2, 2025 | Financial Planning
When you’re young, money is easy. Spend less than you earn, save what you can, and don’t take on too much debt. No problem, right? But there comes a time in everyone’s life – regardless of your level of wealth – when the complexities of your finances become too...
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...
