Clarity Wealth Development

Protect yourself this holiday season: -Do not click on links or attachments included in a text message. -Slow down if a message is urgent. Urgent account updates and limited time offers are red flags of possible smishing. Remain skeptical and proceed with caution. -Avoid using links or contact information from the message. Go directly to the official channels/websites. -Double check the phone number. International numbers or odd looking numbers, such as 4-digit phone numbers, are tactics that scammers use to mask their true phone number. -Do not enter your Schwab credentials or other personal information via an unverified link. Instead, enter the address you are familiar with directly into your browser to visit the trusted website to log in as usual. -Double check that the URL is not a subtle variation of the real one. -Do not call phone numbers received through unsolicited messages. Always use a verified number that you have used in the past or is found on your account statement.

Happy Thanksgiving. Our circle of gratitude continues to grow thanks to you.

Did you know? Our monthly newsletter is jam-packed with: ?? Fun, financial-themed trivia ?? Important dates and news you need to know ?? Book recommendations from the Clarity team ?? Recent blogs And more! Subscribe at the link below to get started ?? https://bit.ly/47bgf4m #Newsletter #FinancialNews #ClarityTeam

Our clients look a lot like you! We help individuals and families navigating: ?? Life Transitions ?? Sudden Inheritance ?? Pre-retirement & Retirees We’re a full-service advisory designed to help you plan for a full-service life. You’ve worked hard to build your assets and our team will work just as hard to help you protect and grow what you’ve saved. https://bit.ly/3Z9xZes #FinancialAdvisors #ClarityWealth #MoneyManagement

What's Your Grocery Store Personality? ?? Did you know your personality traits can shape your shopping habits? Whether you’re a meticulous planner or an impulsive shopper, understanding your tendencies can help you make smarter choices and potentially save money! Answer this month's trivia question and click the link to see what kind of food personality you are! https://bit.ly/3Mx1wYb #SmartShopping #GroceryHabits

?? Ready to take control of your #retirementsavings? We're walking you through everything you need to know about #IRAs, from the basics of getting started to maximizing your benefits. Start building your secure future today! https://hubs.la/Q02LMg2C0 #RetirementPlanning #FinancialFreedom

Wondering what kind of clients we work with? Our services are particularly well-suited for individuals nearing retirement or going through a significant life transition, such as a career change, widowhood, business ownership or international relocation. Whatever obstacles and goals are on your horizon, our team of advisors can help you navigate your values, goals and wealth to make a plan for the future. Check out all of our services and see how we can help you find clarity when it comes to your finances! https://hubs.la/Q02LMsy_0 #FinancialAdvisors ##Retirement

As you approach retirement, a new sense of purpose might start to take center stage ? You’ve worked hard to build your wealth, and now you want to give back and make difference – but how do you get started? Whatever charity you have in mind, donating stock may help to make your gift stretch even further. Learn more about this charitable giving strategy over on the Clarity blog! https://bit.ly/3McMreb #FinancialAdvisors ##Retirement #Donate #Stock

Maximize your charitable impact with Donor-Advised Funds (DAFs)! These flexible giving accounts allow you to support your favorite causes while enjoying potential tax benefits. Whether planning for a significant gift or a steady stream of contributions, DAFs make philanthropic goals achievable and efficient. Check out our latest blog to learn more. https://bit.ly/4dDT9FT #CharitableGiving #FinancialWealth #ClarityWealth

Clear objectives are the key to sound decision-making. ?? At Clarity Wealth Development, we listen to you and build financial plans that support your goals and values, helping you move beyond the money to focus on what’s truly important to you. We are experienced in financial planning and decision science. You can trust that our advice is informed by research, avoids over-complication, and is uniquely personalized to fit your life. See how we can help you today. https://bit.ly/3YDSYGk #FinancialPlanning #ClarityWealth