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2029 Riverside Drive
Suite 101
Columbus, OH 43221
(614) 486-4500
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

At Clark-Guy & Associates, we help high net worth individuals achieve their succession planning goals in cooperation with their accountants, attorneys, and financial advisors. Please explore our site to learn how we can help you reach your goals through advanced insurance and financial solutions.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Helpful Content

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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