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Category Archive

Below you'll find a list of all posts that have been categorized as “Financial Planning”

Medicare Open Enrollment

Medicare open enrollment begins October 15 and ends December 7 each year – this is the time for anyone on …

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medicaremedicare enrollment
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3 Important Truths About Investing

As we face increased uncertainty about our lives, work and the markets, it can be easy to become anxious and …

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3 Ways to Keep a Positive Attitude Amid Rough Waters

Optimism and pessimism can change your investing habits, and the media actively participates spreading the fear. Headlines often accentuate the …

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How to Set Powerful New Year’s Resolutions

New Year’s Resolutions – a beloved tradition when we decide on new habits to practice during this fresh year that …

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Financial Planning Recommendation: Practice Gratitude

The importance of gratitude was recognized as far back as 54 BCE when author/politician Cicero claimed in a letter that …

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What Do the Fair and Financial Planning Have in Common? An Anecdote on Discipline.

What does the fair have to do with financial planning? Finances affect every corner of our lives, and vice-versa – …

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5 Ways to Combat Bag Lady Syndrome

According to a survey by the American Psychological Association, women worry more about their financial security than men. Almost a …

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bag lady syndromeEstate Planningfinancial anxietyfinancial securityrisk tolerance

A Typical Day in the Life of an Advisor at Clarity

Ever wonder what a typical day for an advisor entails? Although each advisor has a different approach to financial planning …

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Daily, Weekly, Monthly Investing Habits of Successful Investors

New or old, Clarity Wealth Development clients all have something in common: They have adopted smart, disciplined investing habits. Practicing …

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Recognizing and Preventing Financial Elderly Abuse

The American Bar Association reports that one in 10 Americans over the age of 60 will experience some form of elder …

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