The Blog
Published in Articles on January 17, 2020.
Published in Articles on December 13, 2019.
Please click this helpful link for a detailed Retirement Planning Key Numbers document.
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Published in Articles on November 5, 2019.
Right now, mortgage rates are pretty low. But, over the past 3 years rates rose a bit. This helped savers but likely hurt people with variable loan rates. (Think credit cards and variable rate mortgages). It might be a good time to refinance your home if you’ve put it off. Sure, they could go lower, […]
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Published in Articles on September 13, 2019.
What you don’t see… It is in human nature to move toward wants. When I look out on a rainy Saturday, I know I NEED to exercise and get moving, but I WANT to sit on the couch and binge watch Netflix with my family. We NEED to do things we don’t want to, so […]
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Published in Articles on June 27, 2019.
Murphy’s law doesn’t just affect the Sixers. Bad things happen to good people at the worst time. Over the years, some clients finally make the decision to buy life insurance, then get denied. It is not a given that you can get affordable life insurance. An insurance company will not insure a house that is […]
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Published in Articles on May 21, 2019.
When calculating a Required Minimum Distribution (RMD), not only do your IRAs count but potentially your work plans. Here’s a mistake a lot of people make. RMD’s must come from each plan individually for both plan participants and beneficiaries of the plan. Employer plan RMD’s cannot be calculated and taken out of one account! There […]
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Published in Articles on April 11, 2019.
When to take your required minimum distribution might sound simple. It’s not. You might be able to delay it until the following year, you might qualify for the “still working” exception, and there is a difference between how Roth IRAs are treated versus Roth 401(k)’s. The one thing that is easy to understand is the […]
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Published in Articles on December 18, 2018.
2018 Clark Christmas
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Published in Articles on November 1, 2018.
Click on the link to read a piece John Clark wrote. When Markets Drop 2018
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Published in Articles on September 26, 2018.
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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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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