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5 Year-End Tax Planning Opportunities

Feb 8, 2023
Categories
Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Jan 31, 2023
Categories
Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Asset Allocation and Risk Allocation

Jan 31, 2023
Categories
Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Life of Financial Planning At Every Age | Clarity Wealth

Game of Life: Financial Planning At Every Age

Jan 31, 2023
Categories
Education
Finance
Family
If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are...
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Preparing for Lifetime Income in Retirement

Jan 31, 2023
Categories
Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Clarity Wealth

119 NW 137th Drive,
Suite 30,
Newberry, FL  32669

E: cwteam@claritywealthplan.com

P: 352-225-3132

       

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors Inc. (JWCA). Clarity Wealth and JWC/JWCA are unaffiliated entities. J.W. Cole Financial Representatives do not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternative method. For a copy of JWCF's Form CRS, JWCA's Form CRS, or JWC's Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Clarity Wealth that are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

 

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