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
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Saving for College 101
Here's a crash course on saving for college.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
