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Six Steps to Legacy Planning provides a practical roadmap for protecting your assets, communicating your wishes, and creating a meaningful legacy for future generations. Discover the key steps that can help bring clarity and confidence to your planning process.

What Boomers Need To Know is an informative presentation focused on the topics that matter most to baby boomers. From potential financial pitfalls to understanding Social Security and planning confidently for retirement, we’ll discuss what you need to know to stay prepared.

Managing Your Wealth in 2026 is designed to help you stay focused on the financial decisions that can make the greatest impact throughout the year. During this presentation, we will highlight proactive tax planning strategies and discuss how planning ahead, rather than reacting after the fact, can help improve long-term financial results.

Financial Fitness Check Up is a guided program designed to help identify key areas of your financial life to focus on throughout the year. During this presentation, we will review important aspects such as your work situation, health considerations, family needs, and personal goals for the year ahead. This check-up provides an opportunity to ensure your financial plan stays aligned with what matters most to you.

Understanding the numbers matters. This video reviews key 2026 financial data, including tax rates, thresholds, limitations, and exemptions to help you plan with confidence.

Learn the latest on Medicare updates

College funding remains one of the most significant financial commitments families face. Start preparing for your family’s educational journey with our latest presentation: Key College Funding Data 2025-2026.

This will guide you through the essential steps to protect your assets, support your loved ones, and align your legacy with your values. Ideal for individuals and families at all stages of life.

Digital security is important for everyone! Follow along to gain practical knowledge and steps to enhance your smartphone's security and protect your digital life.

This presentation aims to provide valuable insights into the upcoming changes and updates to Social Security, helping you stay informed and prepared for the future.

We've made it our goal to help everyone we can attain a level of financial fitness that they are comfortable with and that works for them. Follow along in our latest Financial Fitness presentation to learn how...

Join us as we review the past year and set our sights on the financial outlook for 2025.

Check out our latest presentation on key financial data for the New Year!

Long-term care is a vital but often overlooked part of retirement planning. Explore new, flexible solutions for securing your future care needs beyond Medicare and Medicaid.

The Pension Protection Act of 2006 first allowed taxpayers age 70½ or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their IRA ("qualified charitable distributions," or QCDs), up to $105,000, that were paid directly to a qualified charity. These gifts are also known as "Charitable IRA rollovers... CLICK HERE TO CONTINUE READING

This Year End Financial Planning Checklist presentation will focus on key financial changes that may have happened over the past year. Explore eight essential areas of your financial lives as 2024 comes to a close and be prepared for the upcoming year.

Follow along to be best prepared when it comes to cybersecurity and protecting yourself and your small business from cyber threats.

Ready to buy your first home? Join our newest presentation for tips on financing, budgeting, and finding the right property. Start your journey to homeownership with the knowledge you need—your dream home is closer than you think!

College funding can be one of the biggest expenses you deal with in your lifetime.  Start planning for your family’s educational future in our latest presentation, Key College Funding Data 2024-2025.

"Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money, you should spend some time considering and setting your personal financial goals. For example, do you want to retire early? Would you like to start your own business soon? Do you need to pay for your children's college education? Would you like to buy or build a new house?Taking time to consider what you want to achieve as a result of your investment

Whether to invest a large amount all at once or over a short period of time (lump-sum investing), or to invest gradually over a longer period of time (periodic investing) is an investment strategy decision you'll have to face if you're fortunate enough to have a lump sum available to invest. Would it be better to put money into the market a little at a time or to invest it all at once? CLICK HERE TO READ MORE

"The debt service ratio and debt safety ratio are tools designed to gauge your ability to repay debt. Both the debt service ratio andthe debt safety ratio compare your loan obligation to your monthly income. Your debt service ratio compares your total monthlyloan payments to your gross monthly income, while your debt safety ratio compares your monthly consumer debt payments toyour monthly take-home pay. These are important calculations for two reasons..."

Join Chris in our third episode of Clarity Group Chats as he covers the financial issues that new parents face.

When you were growing up, you may have heard your parents or grandparents say, "If you can't pay for it with cash, then you can't afford to buy it." That may have been sound advice 40 or even 20 years ago, but such attitudes about credit are outdated and unrealistic for most adults working and living in modern times.

At Clarity Group Midwest we believe starting to plan early on in life is a key to your financial success. Now let us tell you why. Please enjoy our second episode of Clarity Group Chats as we discuss the importance of investing early.

It’s probably a fair assumption to say that most investors are happy 2022 is in the books. After enjoying the longest bull market in history, from after the financial crisis in 2009 to the beginning of the COVID-19 pandemic, the bear finally officially rose from its slumber and dominated Wall Street.

Happy New Year and welcome to 2023! We hope that you and your family had an enjoyable holiday season. We look forward to what this new year has to offer.

Like many other savers and investors, you may be worried that we are headed toward more challenging economic times. Successful savers and investors are usually more prepared to handle difficult financial periods because they understand some key foundational information. Check out this video to hear 8 key tips in being a successful investor.