Blog Articles

Discover essential Year- End tax planning tips to optimize your tax situation and secure a stronger financial future. Click here to read about these crucial insights!

Dive into the essential college funding data that every student and parent should be aware of. Watch now to pave your way towards a brighter academic future!

The second quarter of 2023 tested even the most seasoned of investors. It was a quarter that included the U.S. reaching a debt ceiling agreement, the Federal Reserve pausing their aggressive interest rate hikes, and bank failure fears starting to subside.

Three important developments occurred recently in the world of federal student loans: the U.S. Supreme Court blocked an executive order offering loan cancellation to certain borrowers; Congress set an expiration date for the payment moratorium that has been in effect since March 2020; and new student loan interest rates have been set for the 2023–2024 school year. Here are the details.

Proper life insurance coverage should provide you with peace of mind, since you know that those you care about will be financially protected after you die.

Check out our video presentation to learn about the 10 Cybersecurity threats every person and business faces - and how to fight them now.

The first quarter of 2023 had investors sitting on the edge of their seats as the equity markets took them for a bumpy ride.

Check out this video where we discuss ways to manage your wealth in 2023 by utilizing proactive tax strategies.

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.8 years longer than men.

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.

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year.

Investors understand that markets go up and also go down. After being treated to better than average returns for over a decade, 2022 has been a year that has tested even the most seasoned of investors.

When you leave your employer, you have several options available to you for managing your retirement savings plan assets.

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.

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is.....

Please enjoy our Mid Year Economic presentation for 2022. If you have any questions regarding the material discussed, please give us a call

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end.

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows.

Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead?

When it comes to investing there are many circumstances that can draw your attention. Focusing on factors you can control can help alleviate concern.

Children and money will always be intertwined. From birth to adolescence and from college graduation to having children of their own, children will always be linked to money and finances.

Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income. No more bosses, no more meetings to attend, no more schedules to keep, no more stress that even the best of jobs can create.

After one of the most contentious presidential elections in recent history, as of November 6th, the election results are still not finalized and they might be contested for the foreseeable future. A new administration could bring changes ...

The last few days of February created confusing and turbulent times for investors. The rough stock market fluctuations created a rollercoaster-type of ride that has attracted almost every media outlet.

Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income.

During volatile times, many investors get agitated and begin to question their fundamental investment decisions and choices. This is especially true for those investors who monitor their portfolios daily and can be tempted to pull out of the market and wait on the sidelines until it seems safe to dive back in.

Rebalancing your portfolio can be a good way to help keep your investment strategy on track towards meeting your goals.