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The Blog

We are very excited to share with you that John is attending the Financial Advisor Summit by invitation only! This is a full day virtual summit with the country’s best teachers and advisors coming together to deal with this unprecedented time!

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3 Things to Jumpstart your Investing This is about the time when many New Year’s Resolutions end.  Many people’s resolutions fail simply because it stinks to do things as habit. So, try these: 1. Instead of “trying” to save 20% of your income, try to become an “investor!”  “Who you are” is more important that […]

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Our Yearly Christmas Letter

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Your Money Checklist for December

Your Money Checklist for December Reset your finances for the New Year Max out retirement plan contributions Check your FSA balance Review your credit report Review your charitable contributions for tax refund credits

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Guide to Investing in an Election Year!

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John recently attended the Ed Slott IRA Conference.  John’s known Ed for over 20 years and you may have seen Ed on PBS!  This was a comprehensive 2-day conference focused on helping people with retirement accounts.  John attends many conferences and continuing education classes for the client’s benefit!

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October is National Financial Planning Month!

October is National Financial Planning Month, which can serve as a great reminder to check in on your long-term financial goals.  Financial Planning Month is a time to review the plans you have in place and adjust as necessary.  Or to make a plan to begin with if you don’t already have one. What are […]

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Government:  You owe us money.  It’s called taxes. Me:  How much do I owe? Gov’t:  You have to figure that out. Me:  I just pay what I want? Gov’t:  Oh, no we know exactly how much you owe.  But you have to guess that number too. Me:  What if I get it wrong? Gov’t:  You […]

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Coronavirus 1st Quarter 2020 Letter

Here is a link to the mailing we recently sent our clients.

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Some Information to Stock Up On

Some Information to Stock Up On! While everyone is buying at to stock up on supplies, Amazon stock dropped from about $2170/share on 2/19/2020 to about $1820/share* on 3/11/2020. About a 15% drop! I’m not encouraging you to buy this or any individual stock, but just think what might serve you better in the […]

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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.

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