Planning for the future can be overwhelming. At Clarity Wealth, we provide financial planning and investment management to create actionable plans that will meet your needs today and your dreams for the future. With financial clarity, you will know how your money will impact your life and the lives you care about the most. Dream It. Plan It. Live It. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Clarity Wealth and JWC/JWCA are unaffiliated entities. Opinions, conclusions, and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it. For a copy of JWC’s Form CRS please visit https://bit.ly/3dtpZcM. For a copy of JWC’s Disclosure Supplement please visit https://bit.ly/3i15Tdn. By following the link, you consent to the receipt of the Form CRS electronically. For a copy of JWCA’s Form CRS please visit https://bit.ly/2VdsWIp. By following this link, you consent to the receipt of the Form CRS electronically.
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Newberry, Florida 32669, US
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Engineer & Financial Planner | CE Provider for Engineers | Helping Engineers & Construction Professionals Design & Implement Retirement Plans | claritywealthplan.com
Some thoughts on shopping your Medicare plans annually #MedicareSavings #MedicareSuccess
Why Shopping Medicare Plans Pays Off – FS 213 #MedicareSavings #MedicareSuccess
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Certified Financial Planner & Founding Partner | Helping People Implement Financial Plans to Achieve their Dreams | claritywealthplan.com
Some steps to end the year on a strong financial note. #YearEndFinancialPlanning #TaxSeasonPrep
A Checklist for End of Year Financial Considerations FS: 212 #YearEndFinancialPlanning #TaxSeasonPrep
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Partner at Clarity Wealth & Financial Planner | Helping high Income Earners Build Wealth | claritywealthplan.com
With potential changes to Social Security by 2033, it’s time to prepare your financial plan. #SocialSecurity #RetirementPlanning
This week is National Estate Planning Awareness Week? 🏡✨It is the perfect opportunity to optimize year-end tax savings and explore gifting opportunities. Here are some strategies to consider: Annual Gift Tax Exclusion: In 2024, individuals can gift up to $18,000 per person without incurring gift tax. Married couples can combine their gifts for a total of $36,000 per recipient. Charitable Donations: Consider charitable contributions before year-end to reduce taxable income. Donations of appreciated securities can be particularly tax-efficient. Qualified Charitable Distributions (QCDs): For those aged 70½ or older, Qualified Charitable Distributions (QCDs) from Individual Retirement Accounts (IRAs) can be an excellent strategy. QCDs allow you to donate up to $100,000 annually directly from your IRA to qualified charities. These distributions count towards your Required Minimum Distribution (RMD) but are not included in your taxable income, potentially lowering your overall tax burden. 529 College Savings Plans: Contributions can be made to these plans, potentially providing state tax deductions while supporting education. Ready to take action? Visit our link for essential considerations when updating your estate plan: https://lnkd.in/gDKqTDEG 💼💰 #EstatePlanning #TaxSavings #NationalEstatePlanningAwarenessWeek Photo by Eric Rothermel on Unsplash
Fixing Social Security: What Can be Done? FS – 211 #SocialSecurity #RetirementPlanning
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Engineer & Financial Planner | CE Provider for Engineers | Helping Engineers & Construction Professionals Design & Implement Retirement Plans | claritywealthplan.com
Learn about the widow's penalty and how proactive planning can help minimize the tax impact after a spouse's passing. Discover two key strategies to consider. #TaxPlanning #TaxStrategy
⭐ Questions About Your Medicare Coverage? Need to Make Changes? Every year, Medicare plans can change. Do you want to know about the new options available to you? As a local, independent, licensed insurance agent, I’ll help you navigate any changes in your current plan, explore new options, and answer all your questions—at absolutely no cost to you! Act now! The Medicare Annual Enrollment period ends December 7. Don't miss out on receiving all the benefits you deserve. 💬 Use my contact below to schedule a complimentary, no-obligation consultation and review your Medicare plan options. Stephen Crawford, Licensed Insurance Agent 📞 (352) 262-4135 | (TTY:771) 📧 scrawford@claritywealthplan.com This is an advertisement. By calling this number or providing your information you agree to speak with a licensed insurance agent about Medicare Advantage, Part D Prescription Drug Plans or Medicare Supplements. Not affiliated with any government agency including Medicare. We do not offer every plan available in your area. Currently we represent 3 organizations which offer 124 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Enrollment depends on the plan’s contract renewal.