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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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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