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How much will I get from social security when I retire? What is my full retirement age? Does it make sense for me to start receiving benefits now or should I wait?
Regardless of your age you can see your estimated social security benefits by clicking the link below and creating an account through the Social Security website. It’s fast and free.
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How much can I contribute to my retirement plan this year?
Will the amount go up next year? Am I eligible to contribute to a Roth IRA? What about catch-up contributions if I’m over 50?
The link below to the IRS website has guides on contribution limits for all qualified retirement plans as well as other valuable information.
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Planning for the cost of College can be just as complicated, if not more so than planning for retirement. There are savings vehicles like 529 Plans, pre-paid tuition plans, Coverdell ESAs, and more. Even researching available scholarships can turn into a full-time job. While Clark Private Wealth offers College cost planning assistance, it is important to make sure you fill out the FAFSA form to see if you qualify for government assistance first.
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Is hiring a financial advisor really worth it? How much does the average financial advisor increase returns by? This study by Russell Investments explains how advisors are able to bring tremendous value to their clients through behavioral coaching to avoid investment blunders, increase tax efficiency, and the effects of portfolio rebalancing over time.
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The knowledge and expertise of Clark Private Wealth paired with the investment options, safety, and security of the Charles Schwab platform. A match made in heaven.