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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
9 Facts About Social Security
There are things about Social Security that might surprise you.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Ascertaining the value of your business is important for a variety of reasons.
One way to find money is to examine your current spending habits and eliminate money wasters.
How literate are you when it comes to your finances? Brush up with these five basics.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are a few things to consider when buying or leasing your next vehicle.
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here are five facts about Social Security that might surprise you.