Four Smart Ways to Give Before Year-End
As the year winds down and the holiday season approaches, it’s a natural time to reflect on generosity and gratitude...
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Medicare Annual Enrollment: Why Yearly Due Diligence Matters
The annual enrollment period for Medicare health plans is just a few short weeks away, running from October 15 through...
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Why Monte Carlo Analysis Could Be the Most Important Tool in Retirement Planning
Most people think retirement planning is about hitting a single “magic number.” But the real question isn’t how much you...
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Don’t Punt on Your Portfolio: What College Football Can Teach Us About Investing
If you’re a college football fan, you know the highs and lows of cheering for your team. Some Saturdays end in big wins...
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Helping a Loved One Transition Into Memory Care or Home Care
The Emotional Challenge of Transitioning a Loved One Few decisions are as emotional as moving a parent or family member...
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Why You Should Get an IRS IP PIN to Protect Your Identity
Protecting Your Identity Has Never Been More Important When it comes to your finances, few things are more devastating...
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Big Changes Are Coming to Your 401(k): Here’s What You Need to Know
For decades, retirement plans like 401(k)s have been built on two familiar building blocks: stocks for growth and bonds...
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Warren Buffett Just Bought UnitedHealthcare — Should You?
When Warren Buffett makes a move, people notice. Recently, he added shares of UnitedHealthcare to Berkshire Hathaway’s...
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Meet the Team Behind the Team: JW Cole’s Jonathan Sheehan
At Clarity Wealth, what you see is just part of the story. Behind our work with you is a network of dedicated...
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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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