Eight Common Mistakes That Can Jeopardize Your Retirement
October 13, 2023

Eight Common Mistakes That Can Jeopardize Your Retirement

According to Charles Schwab, retirement planning is the number one source of financial stress for the majority of Americans.[1] Given the potential for retirement to span 20 or more years,…

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The Clarity Formula<sup>®</sup> – Long-Term Care Insurance
May 30, 2023

The Clarity Formula® – Long-Term Care Insurance

Adults today who are 65 years of age or older have a 70% chance of needing some form of long-term care service or support during their remaining years. Furthermore, with…

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In Focus: The Fed’s Inflation Target is Not Yours
March 20, 2023

In Focus: The Fed’s Inflation Target is Not Yours

Inflation matters in many ways, but most importantly for markets today is the force behind the Federal Reserve’s actions. It’s primary tool to cool inflation is higher interest rates. Higher…

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The Clarity Formula<sup>®</sup> – Estate Planning: An Updated Guide for 2023 Estate Planning
February 23, 2023

The Clarity Formula® – Estate Planning: An Updated Guide for 2023 Estate Planning

The Tax Cuts and Jobs Act (TCJA) significantly increased the estate exclusion amount (presently $12.92 million for 2023). Under present federal legislation this limit is set to decrease to $5.0…

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In Focus: SECURE 2.0 Act Paves the Way for Big Changes
January 12, 2023

In Focus: SECURE 2.0 Act Paves the Way for Big Changes

The SECURE 2.0 Act of 2022 (“SECURE 2.0”) is chock-full of provisions – 92, in fact – aimed at improving Americans’ preparedness for retirement. Like SECURE Act 1.0 (passed December…

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2022 Year End Planning
November 21, 2022

2022 Year End Planning

This has been another unprecedented year in many regards. Market malaise may be front and center and on the minds of many, however, that should not serve as an excuse…

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The Clarity Formula<sup>®</sup> – Tax Strategies
September 21, 2022

The Clarity Formula® – Tax Strategies

Despite the highest inflation in 40 years, rising interest rates, and significant losses in both the stock and bond markets, donors have remained committed to supporting the charities and causes…

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The Clarity Formula<sup>®</sup> – Investment Management – The Satellites
August 22, 2022

The Clarity Formula® – Investment Management – The Satellites

You have heard the adage “Do not put all your eggs in one basket.” This common phrase introduces the idea of diversification. Diversification is a key pillar in portfolio construction…

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In Focus: Reassessing the Evolving Market Landscape
July 5, 2022

In Focus: Reassessing the Evolving Market Landscape

With the economic fallout including the exacerbation of inflationary forces from the war in Ukraine, CPI at 40-year highs, a flattening yield curve bordering on inversion and a bear market in the S&P 500 index (as of June 13), recession expectations have been steadily rising during early 2022.

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Disability and Long-Term Care Insurance
May 26, 2022

Disability and Long-Term Care Insurance

Disability and long-term care insurance are two important types of insurance coverage that tend to go under the radar for many people, but each of these can be critical if…

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In Focus: Russian Invasion of Ukraine
February 25, 2022

In Focus: Russian Invasion of Ukraine

Russia launched a series of coordinated attacks on Ukraine causing increased volatility in global markets and raising investor concern. In reaction to this event, risk assets retreated as risk-off havens and global commodity markets rallied.

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The Clarity Formula<sup>®</sup> Estate Planning
February 22, 2022

The Clarity Formula® Estate Planning

February has long been a month associated with love. This makes it a great time to show how much you care about the people you love by creating an estate…

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