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
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Glossary of Scam Terms
A helpful glossary of current scams.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Buying a Home
A look at what you need to think about when buying a home.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.