Clem Financial

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4ziPyrX

If you have questions about your own beneficiary choices, send me a message.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4eu1WwD

If it gets you thinking about your own plans, send me a message.

10/13/2026

Interesting ideas here. Great dive into the local care costs. The Daily Alaska
https://www.facebook.com/reel/1647255227031605

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4jrd8xu
If this sounds like you, or someone you know, send me a message and let's talk.

08/27/2026

Check out this place. A new touch on senior living.

https://www.facebook.com/share/v/18JVrExqbY/

08/25/2026

What a great opportunity. Call NIT Northern Industrial Training to register

🚑 FREE First Aid, CPR & AED Training at NIT!

Be prepared when it matters most. Join us for hands-on training designed to give you the essential skills and confidence to respond in an emergency.

📅 Saturday, October 10
⏰ 8:00 AM – 3:00 PM
📍 NIT – 11740 N. Terrilou Court, Palmer, AK

Training includes:
❤️ Basic First Aid Principles
❤️ Essential CPR Techniques
❤️ AED Action Steps

There is no cost to attend, but space is limited!
NIT link for registration
https://nitalaska.com/first-aid-cpr/

📞 Call 907-357-6400 to register today.
🌐 www.nitalaska.com

Help us spread the word—share this post with someone who could benefit from learning these life-saving skills!

04/09/2026

Come and see me at the Anchorage Home and Garden Show this weekend. I will be there on Sunday afternoon, looking forward to talking to y'all!

03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/3PwymwS

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

03/11/2026

Do you know a Senior in the Mat-Su that needs money for college?! Apply for the Warren Cuddy Scholarship! DEADLINE IS MARCH 26, 2026! Application is on their website: www.arrc.us.

03/11/2026

They have a dream. Together, we can help them achieve it. With $1,000 awards or up to $20,000 scholarships, we can turn talent into a triumph.