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Understanding the Widow's Penalty: How to Plan for Future Tax Implications

Oct 16, 2024
Today I want to discuss an important topic that can affect many couples, but isn’t often talked about: the widow's...
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person wearing black leather backpack walking beside green leaf tree by Nicolas Cool courtesy of Unsplash.

Why You Shouldn’t Let Election Hype Affect Your Investment Decisions

Oct 9, 2024
I want to wade into the minefield of politics and talk about the upcoming election. But, before you start worrying about...
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silhouette photo of five person walking on seashore during golden hour by Kevin Delvecchio courtesy of Unsplash.

Why Checking Your Beneficiaries Could Save Your Loved Ones from Heartache

Oct 2, 2024
A number of years ago, a dear client of mine passed away unexpectedly. While his death was a shock to all of us, what...
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a football field with the number sixty on it by Mario Verduzco courtesy of Unsplash.

Understanding the Recent Fed Rate Cut and What It Means for You

Sep 25, 2024
Just a few days ago, the Fed decided to cut interest rates by 50 basis points. Most people expected a 25-point cut, so...
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pink pig coin bank on brown wooden table by Andre Taissin courtesy of Unsplash.

Where Are Americans Keeping Their Money? A Look at the Average Portfolio

Sep 18, 2024
One question we get pretty often is: “Where should I keep my money?” People want to know which types of accounts or...
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blue and black lego truck toy by Matt Hudson courtesy of Unsplash.

Why Uninsured and Underinsured Motorist Coverage is a Must in Florida

Sep 9, 2024
Did you know that one in five drivers in Florida are either uninsured or underinsured? That means if you’re in an...
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red apple fruit on four pyle books by Element5 Digital courtesy of Unsplash.

Why Financial Education for Your Kids is More Crucial Than Ever

Aug 28, 2024
With the kids heading back to school, I want to take a moment to talk about something just as important as their...
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white and blue instruction guide by Calle Macarone courtesy of Unsplash.

Safeguarding Your Financial Plan: Lessons from an Airplane Safety Briefing

Aug 20, 2024
Ever felt like life’s too hectic to even think about sorting out those tangled financial details? You're definitely not...
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hands formed together with red heart paint by Tim Marshall courtesy of Unsplash.

Are QCDs Right for You? Answer These 3 Questions to Find Out

Aug 14, 2024
A QCD is a direct transfer of funds from your IRA to a qualified charity, which can include organizations like churches...
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person using white and gold compass by Ethan Sykes courtesy of Unsplash.

Understanding Distributions from Inherited IRAs: Navigating IRS Rules

Jul 31, 2024
Today, I’m going to break down something that might sound a bit daunting but is very important: distributions from...
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time lapse photo of waterfalls by Alexander Hipp courtesy of Unsplash.

Why Free Cash Flow Matters for Your Investments

Jul 23, 2024
I'm going to discuss a concept that’s technical but is incredibly relevant to your investments: free cash flow. So, what...
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three gray buckets by Nils Schirmer courtesy of Unsplash.

The Three Bucket Strategy for Early Retirement: How to Plan Smartly

Jul 16, 2024
A common question we get is about retirement, specifically how and when one can retire early. If you’re already enjoying...
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Clarity Wealth

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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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