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 Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
When Markets React
When markets shift, experienced investors stick to their strategy.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.