Clarus Wealth Management

Clarus Wealth Management Clear, Consistent, Advise Yet keeping up with and understanding everything often leads to confusion, anxiety, and procrastination.

Clarus Wealth Management was launched to be the beacon of clarity for those who strive for a better understanding of their financial future. Investing, saving, and preparing for life events...these are all actions that shape not just our "financial futures", but shape the very quality of life we can expect to have. Volatile markets, government regulation and intervention, along with the ever-chang

ing tax law...these influence our finances and our future in more ways than we can count. That's where Clarus Wealth Management stands apart from the rest. We're looking for determined/forward thinking people who seek a better understanding of how money works and the role it plays in their financial future. You have questions, challenges and unique situations; Clarus has answers, guidance, and unique solutions.

“Fee‐based financial planning and investment advisory services are
offered by Sowell Management Solutuons, LLC a Registered Investment Advisor. Insurance products and services are offered through Clarus Wealth Management. Clarus Wealth Management and Sowell Management Services, LLC are not affiliated companies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Clarus Wealth Management and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of or on this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell insurance services to any residents of any State other than the State of IL, MO, & OH or where legally permitted.”

Social Security's cost-of-living adjustments tell a story about inflation's ups and downs.From 0% in 2016 to a peak of 8...
09/18/2025

Social Security's cost-of-living adjustments tell a story about inflation's ups and downs.

From 0% in 2016 to a peak of 8.7% in 2023, these annual COLA changes reflect the economic reality millions of retirees experience. The current forecast shows 2.7% for 2026, but we'll know for certain in October.

Unlike many tax rules that haven't kept pace with inflation, Social Security benefits have been automatically adjusted since 1975. It's a powerful example of what "adjusted for inflation" can mean in practice.

Markets closed. BBQs open. But smart money never takes a day off.What's your best "set it and forget it" financial strat...
08/29/2025

Markets closed. BBQs open. But smart money never takes a day off.

What's your best "set it and forget it" financial strategy? Share below!

08/18/2025
The BBB Act increases estate and gift tax exemptions to $15 million for single filers and $30 million for those filing j...
07/31/2025

The BBB Act increases estate and gift tax exemptions to $15 million for single filers and $30 million for those filing jointly. Plus, charitable contributions up to $1,000 for single filers and $2,000 for those filing jointly can now be deducted without itemizing.

Let's chat if you want more information before you meet with your tax professional.

Source: IRS.Gov, July 14, 2025

Business owners, take note! The BBB Act permanently establishes the 20% qualified business income deduction for sole pro...
07/29/2025

Business owners, take note! The BBB Act permanently establishes the 20% qualified business income deduction for sole proprietorships, partnerships, and S-Corps. It also restores 100% expensing for capital investments and raises the 1099-K reporting threshold to $20,000/200 transactions.

Let's chat if you want more information before you meet with your tax professional.

Source: IRS.Gov, July 14, 2025

Two of the most written about items from the BBB Act by far. "No tax on tips" creates a $25,000 deduction for tip income...
07/27/2025

Two of the most written about items from the BBB Act by far. "No tax on tips" creates a $25,000 deduction for tip income, while "no tax on overtime" offers a $12,500 deduction for overtime pay for single filers and a $25,000 deduction for those filing jointly. Both run from 2025-2028 with income phase-outs.

Let's chat if you want more information before you meet with your tax professional.

Source: IRS.Gov, July 14, 2025

The BBB Act offers a $10,000 deduction on new car loan interest (2025-2028) - but the car must be brand-new AND final as...
07/25/2025

The BBB Act offers a $10,000 deduction on new car loan interest (2025-2028) - but the car must be brand-new AND final assembly must be in the U.S. Income limits apply too. Meanwhile, most credits end September 30, 2025.

Let's chat if you want more information before you meet with your tax professional.

Source: IRS.Gov, July 14, 2025

Parents, the BBB Act has some wins for your family. Child tax credit increases to $2,200 (from $2,000) with cost-of-livi...
07/24/2025

Parents, the BBB Act has some wins for your family. Child tax credit increases to $2,200 (from $2,000) with cost-of-living adjustments. Plus, babies born 2025-2028 get a $1,000 government contribution to a new American Family Account. And 529 plans now cover more K-12 expenses with higher limits.

Let's chat if you want more information before you meet with your tax professional.

Source: IRS.Gov, July 14, 2025

The BBB Act introduces a $6,000 bonus deduction for filers 65 and up (on top of your standard deduction). Available 2025...
07/22/2025

The BBB Act introduces a $6,000 bonus deduction for filers 65 and up (on top of your standard deduction). Available 2025-2028, but phases out starting at $75,000 (single) or $150,000 (married) and eliminates completely at $175,000/$250,000.

Let's chat if you want more information before you meet with your tax professional.

Source: IRS.Gov, July 14, 2025

Address

23 Public Square, Ste 260
Belleville, IL
62220

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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