Summer Financial Plan Review

Summer Financial Plan Update

  Ah, Summer! Time to kick back, relax on the beach, and enjoy a cold drink. While Summer is the perfect time to take some time off and relax it’s also the perfect time to do a quick financial plan review. What? You don’t have a financial plan? Well, in that case, Summer is a […]

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Announcing The Smart Money Great Life Video Series

Financial Clairty Partners presents Smart Money Greta Life

I believe that everyone should have access to unbiased financial information. To do that, I charge affordable fees for both financial planning and investment management, meaning almost anyone can take advantage of the benefits of true financial planning by working with me. But, I know that not everyone can work with me directly, so I […]

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3 Key Strategies To Reduce The Urge To Overspend

How to reduce the urge to overspend

You see something in your local electronics store, at Amazon or at the car dealer and you just have to have it…NOW! Welcome to 21st century consumer society, where the urge to overspend is everywhere. All we have to do is swipe the credit card or add it to our virtual shopping card. Bing, bang, […]

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Raise Your Spending Awareness To Increase Your Net Worth

raise your spending awareness

If you’re like most people, spending money is an almost automatic occurrence. Money comes in…and it goes out…all without a thought. Is it any wonder then that so many people have no idea where their money goes? This lack of spending awareness is one of the reasons that the average american has less than $4,000 […]

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Discover Your Financial Behaviors To Achieve Financial Success

Financial Behavior Discovery

When it comes to building a plan for financial success it’s important to make sure that you are following a process that helps you live your best life, not just get by. As I wrote about a few weeks ago the first step in any true financial plan should be to get a firm grasp on […]

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Reviewing Your Form W-4 After Tax Reform – Can You Increase Your Take Home Pay In 2018?

IRS Form W-4

Whew, you filed your taxes on April 15, just in time. Now you can kick back, relax and forget about the IRS until next April 14th, right? Not so fast! Despite the fact that you’d rather be thinking about Summer vacation than taxes, now is a great time to start planning for next year. Why? […]

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You Are The Chief Financial Officer of Your Own Life, Your Financial Planner Is A Consultant

financial planning

When it comes to your money, it’s important to remember that you are the Chief Financial Officer of your own life, not anyone else. It can be easy to outsource this responsibility to a financial advisor, but that is the wrong approach to take. By becoming your own Chief Financial Officer (CFO) you’re taking ownership […]

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Why A Financial Planning Framework Is So Important

steel framework

Creating a financial plan is something that can’t be done randomly. There are too many moving parts that need to be considered in a organized manner in order for a financial plan to be effective. There needs to be a financial planning framework in place that allows you to systematically work through all the components […]

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Financial Products Do Not Equal Financial Planning

money puzzle

Despite what you may see or hear in a TV or magazine add, financial products do not equal financial planning. It can be easy to confuse financial products with financial planning. While nearly all of us will need to purchase some financial products in order to put our financial plans into place, the purchase of a […]

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What True Financial Planning Is And Why It Matters

When people hear the words “Financial Planning” they often think “Investments”. The reality is that true financial planning is much, much more than investments. Nearly everything in our world is money-related, so when we think financial planning, investments/savings is often one of the first thing that comes to mind. If you are interested in improving […]

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