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Sunday, December 10, 2017

Can you believe 2017 is almost over? I think it’s safe that say that most of us can’t. There’s a good chance many of us set out to accomplish some financial goals this year and, for whatever reason, many not have...

 

Wednesday, November 8, 2017

With over 200,000 financial advisors across the country, how do you know which one will be the right fit for your situation and personality? (1) The financial advisor you choose to handle your family’s wealth will have a...

 

Thursday, October 19, 2017

In the news recently, the word “fiduciary” has been thrown around a lot in regards to financial advisors and their duties. The concept can seem confusing to people, as many assume that all advisors, whether they’re...

 

Monday, September 11, 2017

If you have a credit report (and most of us do), there’s a good chance that you were one of the estimated 143 million Americans affected by the recent Equifax Data Breach. If you have been affected, it’s important to be...

 

Tuesday, July 11, 2017

Many of the clients I work with may resemble you: a hard-working family who has saved over the years to pursue a comfortable retirement. While they’re budget-conscious, they aren’t familiar with the ins and outs of...

 

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Thursday, June 29, 2017

Social Security can be complicated to navigate at times, but since it’s so vital to your retirement income plan, it’s important to make wise decisions and create strategies to optimize your benefits. If you’re...

 

Tuesday, June 20, 2017

Whether you’re an investment novice or a daily Market Watch reader, we all know the markets have been especially volatile and confusing these last few years. As a result, even the most patient of investors may start to question...

 

Wednesday, June 7, 2017

As we get older, it seems as though we’re faced with more and more news articles and stories about our impending retirement. And a lot of the advice can either be contradictory or overwhelming. You need X amount for a 20-year...

 

Wednesday, May 17, 2017

You’ve probably already done your estate planning. You have a will, maybe some trust documents, a power of attorney. Your whole life is organized and documented so that someone else can take care of things if you become...

 

Friday, April 21, 2017

For many people, it’s hard to find the time and resources to confidently build and manage your assets. And it can be even more difficult to know how to integrate your personal values into your financial plan. At ClearVista...

 

Friday, April 14, 2017

Our interests and passions can change a lot throughout our lives, but some traits are ingrained in us and make us who we are. For me, that’s helping people. I’ve been helping people throughout my life in some capacity....