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
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
An inside look at how marginal income tax brackets work.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.