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The Blog

May is disability insurance awareness month! Why not protect your most valuable asset, your paycheck! Please contact us for a quote today!

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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.

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COVID Relief Roth IRA?

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 […]

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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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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.

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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