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Lots of people have heard of a ROTH IRA. Did you know contributions normally come out first? Let’s look at a hypothetical situation of investing $5,000 and the Roth IRA account grows to $7,000 and the person takes out $6,000. The first $5,000 comes out tax free, but the other $1,000 would be taxed and […]

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Life Insurance

It’s important to sit down and find out how much Life Insurance your family needs. It can feel overwhelming and many people have none or not enough of the stuff. There is also a whole bunch of different products out there too. So here are some tips: Take your income and divide it by 5%. […]

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College Salary Shock

June 6, 2018 – According to the initial College Graduate Salary is not as high as one would believe given the nutty rising cost of college. 2% of grads earn over $60,000.  98% earn less!  59% earn between $30-$40k. College salaries 10 years out were much more telling. 13% earned more that $60,000 and […]

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New 529 Plan Rules

The new tax act that passed recently, has enhanced the already great 529 Plan. But keep in mind, NJ does not have any major tax breaks for using 529 plans. The new tax legislation allows the owner to use up to $10,000 a year for kindergarten through 12th grade expenses at private and religious schools.

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Happy New Year Gift!

Looking for all the Financial Planning Key Numbers for 2017?  Look no further.  We have them for you here! Key Numbers 2017 1

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Merry Christmas

Have a Merry Christmas from the Whole Clark Associates Team!!!

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So what does the UK leaving the Euro mean to you? Probably not much long term, but we will see. One real effect is that a trip to England will mostly likely be a bit cheaper because of the current drop in the Pound! Fear is rarely a plan.

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We are Moving and Expanding!!!

Dear Constant Investor, Thank you for trusting Clark Associates as your financial experts. We have some exciting news for you. Since we continue to experience tremendous growth, we are expanding our office space and moving to beautiful Gibbsboro at Lake View Commons! It is located conveniently on Haddonfield-Berlin Road. Effective July 15th, 2016 our new […]

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Memorial Day

Memorial Day. God bless those who died in service of our country.

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Happy Easter

Clark Associates will be closed 3/25/2016 to 3/28/2016. Have a Blessed and Joyous Easter.

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Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member FINRA and SIPC).
Clark Associates Financial Planning, Inc. is independent from ProEquities, Inc.

DISCLOSURE: This site is only intended for clients and interested investors residing in states and countries in which Clark Associates Financial Planning, Inc. is qualified to conduct investment advisory services. Clark Associates Financial Planning, Inc. is located in Gibbsboro, NJ. Clark Associates Financial Planning, Inc. may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Clark Associates Financial Planning, Inc.’s website is limited to the dissemination of general information pertaining to its investment advisory services. Please contact Clark Associates Financial Planning, Inc. at 609-567-1884 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Clark Associates Financial Planning, Inc. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Clark Associates Financial Planning, Inc. representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides. Note: We regret that we cannot respond to your comment via e-mail. For security reasons you should not provide your Social Security number or account number through this page. We are also unable to process address changes or account transactions sent via this page.

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