The Blog

Published in Articles on April 9, 2021.

Great News! While none of us like being delayed at the airport, IRA contributions and other actions postponed to May 17, 2021. Send us an email to get your contributions in. [email protected] Or call 609-567-1884.

COVID Relief Roth IRA?

Published in Articles on March 12, 2021.

1 year and couple of bills later Congress is sending out more aid. Many families are putting that to good use by making a mortgage payment, paying off a credit card, or even helping out friend. But many people are getting this aid and want to put it to work. Since the payment might be […]

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!

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 […]

Our Yearly Christmas Letter

Published in Articles on December 16, 2020.

Your Money Checklist for December

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

Guide to Investing in an Election Year!

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!

October is National Financial Planning Month!

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 […]

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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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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