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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Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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In this article, explore the benefits of the Federal Student Grant Program.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Calculate your required minimum distribution amount based on your account balance and age.
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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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See how your current savings rate and contributions may grow into retirement income.
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See how long your current savings might last if a disability interrupted your income.
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Inflation and Your Portfolio
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16 Wall Street Cliches in 60 Seconds
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The Power of Tax-Deferred Growth
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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.
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Learn about the importance of having an estate strategy in this helpful and informative video.