4 Financial Essentials Every Student Needs Before College
When your child or grandchild heads off to college, they’re not just going to learn in the classroom. They’re about to...
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How to Build a Financial Legacy for Your Grandchildren
If you want to give your grandchildren a head start in life, you’re not alone. Recently, a client came to us with a...
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Who Is J.W. Cole—and Why Should You Care?
If you’ve ever opened an account with Clarity Wealth, you’ve probably seen the name J.W. Cole and wondered: “Who are...
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From NFL Kicker to Financial Planner: Meet Caleb Sturgis, Our Newest Team Member
What’s better than one Certified Financial Planner® on your team? How about two. We’re excited to officially welcome...
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What the "One Big Beautiful Bill" Means for Your Money
The much-talked-about One Big Beautiful Bill has officially passed—and with it, a wave of tax and financial planning...
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What the 2025 Social Security Trustees Report Means for Your Future
The latest Social Security and Medicare Trustees Report is out, and while some headlines are treating it like old news...
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The New Pickpockets: Why Seniors Are Being Targeted by Scammers
They don’t hang out on street corners or reach into your pocket in a crowd. Today’s pickpockets work over the phone, in...
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How to Pay for Long-Term Care Without Paying More in Taxes
Are you helping a loved one with long-term care and wondering how to do it in the most tax-efficient way? This week, we...
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What May’s Jobs Report Means for Your Money
The U.S. added 139,000 jobs in May and wages are up 3.9% year over year. Sounds like a win, right? Not so fast. While...
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240 Paychecks: Are You Making the Most of Your Social Security?
Here’s a stat that might stop you in your tracks: Most retirees receive around 240 Social Security paychecks over the...
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“One Big, Beautiful Bill”: What the New Tax Proposal Could Mean for You
The name might sound more like a marketing slogan than legislation, but Washington’s latest tax proposal—the One Big...
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Those Financial Mailers in Your Mailbox? Here’s What They’re Not Telling You
Key Takeaways: Financial mailers often focus on just one topic—Medicare, Social Security, estate planning, or taxes—but...
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