Clarity Wealth

Clarity Wealth Tax-efficient financial planning, investment management, and employee benefit plans.

Happy Labor Day! πŸ› οΈ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. ...
09/07/2026

Happy Labor Day! πŸ› οΈ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.
To the builders, creators, and doers: Happy Labor Day!

09/04/2026

Gator Football Season and SEC Tailgates: Everything you need to know this football season- FFC 308

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

The National Debt Hit $40 Trillion. What Does It Mean for Your Wealth?
09/02/2026

The National Debt Hit $40 Trillion. What Does It Mean for Your Wealth?

The U.S. national debt has crossed $40 trillion. Learn what rising government debt could mean for interest rates, taxes, investments, and long-term wealth planning.

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need ...
08/31/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"

That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon?

08/28/2026

The National Debt Hit $40 Trillion...Should You Be Worried- FFC 307

Renovating Your Home? Consider the Financial Plan Before the Floor Plan
08/26/2026

Renovating Your Home? Consider the Financial Plan Before the Floor Plan

Planning a significant home renovation? Learn how affluent homeowners can evaluate funding strategies, taxes, cost basis, liquidity, and long-term lifestyle goals before committing capital.

πŸ“βœ¨ August is Make-A-Will Month! βœ¨πŸ“In that spirit, we're raising awareness about the importance of creating a will. Now i...
08/24/2026

πŸ“βœ¨ August is Make-A-Will Month! βœ¨πŸ“

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. πŸ‘‡πŸ’¬ πŸ“œπŸ”’

08/21/2026

Making Home Improvements: Tips for Financial Efficiency- FFC 306

Why the Highest-Returning Portfolio Isn't Always the Best Portfolio
08/19/2026

Why the Highest-Returning Portfolio Isn't Always the Best Portfolio

The highest-returning portfolio isn't always the best portfolio. Learn how affluent investors can balance growth, liquidity, risk, taxes, and long-term family objectives.

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119 NW 137th Drive Suite 30
Newberry, FL
32669

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