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
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Social Media: Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
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.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.