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.
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Helpful Content
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Saving for College 101
Here's a crash course on saving for college.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Emerging Market Opportunities
What are your options for investing in emerging markets?
