Sea Clear Financial Planning, LLC

09/28/2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down fo...

09/08/2023

IRS Changes Inheritance Rules: Protecting Your Legacy

The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximize their legacies.

08/23/2023

How to Stop Subconsciously Sabotaging Your Financial Goals

How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and s...

07/23/2020

If Paying For College Is Making You Nervous, Check Out My Latest Blog Post.

https://www.seaclearfinancial.com/blog-01/getting-most-out-529-savings-plan

05/20/2020

Looking For Financial Advice During These Uncertain Times? Consider A CFP(R) Professional

https://www.seaclearfinancial.com/blog-01/what-you-should-know-about-certified-financial-plannertm-professional

05/07/2020

Check out my latest blog - Keeping Your Personal Finances In Shape!

https://www.seaclearfinancial.com/blog-01/keeping-your-personal-finances-shape

04/27/2020

If the recent market volatility has you nervous, please read my latest blog post -

Building A Portfolio That Can Handle Market Volatility Amid The Coronavirus

https://www.seaclearfinancial.com/blog-01/building-portfolio-can-handle-market-volatility-amid-coronavirus

05/24/2019

Happy Memorial Day!

09/28/2015

A Great Article For College Planning! If you would like more advice on college planning feel free to reach out to me at www.seaclearfinancial.com.

http://www.financial-planning.com/news/college_savings_plans/college-costs-within-reach-how-clients-can-save-smartly-2694198-1.html?zkPrintable=1&nopagination=1

Sea Clear Financial Planning, LLC is a Fee-Only Financial Planning and Investment Management Firm located in Sea Girt, New Jersey.

03/11/2014

At Sea Clear Financial Planning, LLC we do comprehensive financial planning. This is a holistic process that focuses on increasing your sense of financial well-being.

For more information see the most recent article about our firm published in Suit Magazine.

http://www.thesuitmagazine.com/business/finance/22247-seeing-your-finances-clearly.html

Sea Clear Financial Planning,Kelly Trageser