The Blog
Published in Articles on February 10, 2021.
Published in Articles on February 4, 2021.
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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Published in Articles on December 16, 2020.
Published in Articles on December 4, 2020.
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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Published in Articles on November 3, 2020.
Published in Articles on October 22, 2020.
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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Published in Articles on October 5, 2020.
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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Published in Articles on August 5, 2020.
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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Published in Articles on April 2, 2020.
Here is a link to the mailing we recently sent our clients.
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Published in Articles on March 12, 2020.
Some Information to Stock Up On! While everyone is buying at Amazon.com 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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Disclosure
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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