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CLARITY WEALTH NEWS

We like to keep our clients informed of everything exciting and anything relevant that's happening at Clarity Wealth. Occasionally, we're fortunate enough to be featured in the media and it's our pleasure to pass those features along to you.

CPA Insider: Your Clients May Know Less About Retirement Than You Think

November 9, 2015

In this Journal of Accountancy publication, CPA Insider, Eddie Huffman discusses the potential consequences that may arise when a CPA underestimates their clients' retirement knowledge. Clarity's own Gina Chironis is among the experts consulted about this unfortunately common situation. 

"Longer Lifespans Strengthen Case for Roth Conversion" By Gina Chironis

June 1, 2015

Retirees are living longer, and their post-retirement horizons are getting longer as a result. Gina addresses the case for Roth Conversions in the June issue of The Tax Adviser. Learn more about the powerful benefits of conversion and when to consider it in the full article here

FA Magazine: Advisors Need Focused Advice for the Sandwich Generation

October 27, 2014

Are you a member of The Sandwich Generation? Are you sure? Caring for parents and/or adult children is becoming increasingly common; Karen Demasters consults several PFPs, including Gina Chironis, in this Financial Advisor magazine feature about planning for the Sandwich Generation. 

U.S. News: Balance Tax Credits, 529 Plan Savings for Community College

July 2, 2014

Gina discusses strategies for funding Community College in Reyna Gobel's recent U.S. News article.

High Standards: Is Your Practice Subject to the New AICPA PFP Standards?

June 2014

In the June 2014 issue of California CPA Magazine, Gina Chironis discusses details of the new AICPA Statement on Standards in Personal Financial Planning. Find out more here.

U.S. News: 3 Ways to Talk About College Savings With a High School Graduate

May 21, 2014

Gina Chironis is among the experts consulted by U.S. News' Reyna Gobel in this article on effectively discussing savings strategies with college-bound high school grads!

2014 Taxes: Start Your Money Plan Here (Recorded Webinar)

April 30, 2014

Your tax return is the roadmap to your life goals, so don't file it and forget it: use it! In this webinar, brought to you by 360 Degrees of Financial Literacy and the AICPA PFP Division, Gina Chironis discusses how you can use your tax return to create a financial plan in the context of today's dynamic tax environment. In this plain English consumer-oriented webinar (originally broadcast April 29, 2014), you will learn planning steps to take in the new tax environment, how to ensure your retirement plan delivers, how to evaluate your investment strategy, how to protect your assets and more! Access a complete recording of the webinar presentation here

Planner Profile: Gina Chironis, CPA/PFS

October 2013

The Planner, the official newsletter of the AICPA's Personal Financial Planning Division features a profile on Gina Chironis, CPA/PFS in their September/October edition. In the feature, Gina discusses the importance of client relationships, a bit about her investment philosophy, her involvement with the CalCPA PFP Committee, and more. Read the profile here

Gina Chironis, CPA/PFS named to AICPA Personal Financial Planning Executive Committee

September 2013

We are so pleased to announce that Clarity's own Gina Chironis has been appointed to the AICPA Personal Financial Planning Executive Committee! Visit the AICPA Personal Financial Planning Executive Committee page to learn more about how Gina and the other committee members are working as personal financial planning advocates. 

We Made The Cover of California CPA!

December 1, 2012

In December, we were asked to write an article on year-end tax plans for California CPA. We discuss some of the ways that CPAs can prepare their clients for the range of possible outcomes that are on the horizon. From recognizing income wisely to deferring expenses at the right time, we offer insights into the strategy that help a CPA best serve his or her clients. Take a look »