by Joe Clark | Jan 22, 2020 | Blog
We all know someone with a natural gift for repairing what’s broken. Those of us not blessed with this handy talent usually turn to the Internet to get help with repairs. Do it Yourself (DIY) videos make challenging projects look so easy. After watching a few online...
by Joe Clark | Dec 3, 2019 | Blog, Your Life After Work
Your life after work begins with maintaining your standard of living. Fulfillment and financial happiness are not about the replacement of income but rather matching the standard of living you were accustomed to having before leaving the workforce. Standard of living...
by Joe Clark | Oct 24, 2019 | Blog, Investments
One of many benefits of being a speaker, radio host and columnist is access to great and unique thinkers. The 31 years in the financial planning profession has allowed me to discuss many concepts regarding your finances that I have agreed with, implemented and others...
by Joe Clark | Oct 24, 2019 | Blog, Investments, Life Happens
This year I introduced my family to the Enneagram. The last 52 years of life seems to have come to pass without a moments recognition of this wonderful tool. The Enneagram is believed to be a 2,000 year old tool that explains from a personality perspective who we are...
by Joe Clark | Oct 24, 2019 | Blog, Investments, Legacy Planning, Life Happens
How often have you sat in the doctor’s office with an ailment that you don’t mention? Going to the doctor and not telling the truth is not only counterproductive but can be quite dangerous. The same is true with your financial advisor — many aspects of the financial...
by Joe Clark | Oct 24, 2019 | Blog, Tax Planning
Diversification is commonly thought of as owning different investments. There is also the notion of not having all your money in one place or investment account. Diversification even occurs in alternating exercises or eating different food types. The concept has...
