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
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
How Income Taxes Work
A quick look at how federal income taxes work.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
However exciting retiring abroad may sound, it deserves considerable planning.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Taking regular, periodic withdrawals during retirement can be quite problematic.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Why are 401(k) plans, annuities, and IRAs so popular?
There are things you can do to keep yourself safe when you lose your wallet.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
How will you weather the ups and downs of the business cycle?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.