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The Blog

Happy New Year Budget

Everyone wants a better year.  You can start by creating a budget.  Download the Clark Associates Budget.   The Budget    

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Happy New Year

The Clark Associates Team wishes you a Happy New Year!

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The Clark Associates Christmas Message

Merry Christmas from Clark Associates.  Enjoy our 2015 Christmas Letter.

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Happy Thanksgiving

The Clark Associates Team wishes you a Happy Thanksgiving.

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Happy Halloween

The Clark Associates Team wishes you a Happy Halloween.

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John Examines Volatility in this Podcast.

Enjoy.  I hope you find these podcast educational and entertaining.   http://www.clarkassociates.com/wp-content/uploads/2015/09/2015.8-Volatility-82715-4.41-PM.mp3  

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Happy Fourth of July!!!!!

Happy Birthday America!

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College Loans

FAFSA Form for College Did you know cash value life insurance and annuities may not be counted on the FAFSA form normally when you apply for college? Give us a call for college planning ideas.

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Happy Mother’s Day

Have a wonderful Mother’s Day to those that are, have been, or want to.  Special shout out to those aunts that are the “fun” mom, then get to go home!

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Major Educational Conference

Today I am off to a major education conference in Atlanta.  It is a roundtable and workshop of some of the top advisors in the country.  I am always trying to better myself to bring new and powerful ideas back to the office.  I, of course, will be in constant contact with the office.

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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.

Please Note: The information being provided is a courtesy. When you link to any of these web sites provided herewith, you are leaving this site. Clark Associates and ProEquities make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Clark Associates website and assume total responsibility and risk for your use of the sites to which you are linking.