Clarity Wealth Management
Welcome to Clarity. To Confidence. To a Better Way Forward. At Clarity Wealth Management, we're here to listen, engage, guide and inform you – as your advocate. We've structured our client experience accordingly, with clear process, seasoned expertise, and caring attention every step of the way.
We understand that everyone faces their own unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals at Clarity Wealth Management have years of experience in financial services. Based in Irvine, California, we can help you address your needs of today and for many years to come. We look forward to helping you achieve all that’s important to you. Learn More
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
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.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Knowing your options when a CD matures can help you make a sound investment decision.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Is your estate in order? This short quiz may help you assess your overall strategy.
A look inside the U.S. government's statistics on household net worth.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s an alarming difference between perception and reality for current and future retirees.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
Three things to consider before dipping into retirement savings to pay for college.
It's easy to let investments accumulate like the junk in a junk drawer.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.