Clark & Meiss Group Wealth Management

03/03/2025

What role does your home play in your overall personal finances? It’s a buyer’s market these days, which means homes are selling for under their asking price and are taking a longer time to sell.

02/28/2025

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

02/26/2025

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

02/24/2025

02/20/2025

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

02/12/2025

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

02/06/2025

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Help clients understand the impact of the SECURE Act 2.0 on their required minimum distributions and how a QCD works.