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.
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Helpful Content
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.