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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.


Helpful Content

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

What’s Your Investment IQ?

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

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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