Clark Planning & Investment Advisory

01/04/2024

Happy New Year! This year we resolve to work diligently to GROW and PROTECT our clients investments....but that is our resolution every year!

02/10/2023

Thank you to the Novaks for lunch and the surprise Valentines flowers! Friends who become clients or clients who become friends…..we thankful for the opportunity to serve either way!

02/06/2023

The required minimum distribution age (RMD) has increased from 72 to 73, meaning Americans can leave their investments in longer before needing to make withdrawals. Here’s what you need to know.

01/12/2023

Larger Social Security payments are set to begin this week for millions of retired Americans, who will see an 8.7% cost-of-living bump to their benefits.

10/30/2020

October is Down Syndrome Awareness Month! Papa writes about his experience and his BFF

My first real association with child who had Down syndrome was at the Sportsplex gym. A young, single mom with a son who was about 9 years old named Cary came to the gym at the same time I did. I began to pay attention to Cary and that’s all it took for him to be my friend. He would watch for me a...

10/22/2020

A Biden win could have a major impact on many of our clients. We are watching closely as things unfold and will be prepared to advise our clients accordingly. Feel free to send us a message or an email if you have questions or concerns leading up to the election!

"The former vice president has unveiled a multitrillion-dollar agenda that would be funded in large part by higher taxes on wealthy U.S. households – which he describes as anyone earning more than $400,000 annually – and corporations. That includes higher income tax rates, an expansion of the payroll tax for Social Security, new tax credits and fewer deductions. Some of Biden's proposals could more directly hit the middle class, including one frequently overlooked part of his platform that would upend the traditional tax preferences of retirement accounts like 401(k) plans."

Joe Biden has pledged to not raise taxes on any American who earns less than $400,000, but a new analysis published this week found that the Democratic presidential nominee's tax increase proposals could indirectly fall on the middle class.

10/15/2020

As an investor, you can go anywhere for financial advice. Wall Street brokerages, giant insurance companies and online discount brokers are vying for your business. But what type of firm should you trust? At CPIA, we believe our business model is aligned with pursuing solutions that are in our clients’ best interest, thereby presenting a superior opportunity for a special group of clients:

*We are an independent, privately owned firm with deep root in this community.
*Since we don’t have a huge marketing budget we rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve.
*As an independent advisory, we choose financial products that are best for you—unbiased by the demands and sales quotas that could be imposed by a corporate parent.
*Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs.
*You receive personal attention and advice from a professional who comes to know you.
*As a Registered Investment Advisor, we are regulated by the Alabama Securities Commission.

10/07/2020

Trump changes tune, teases stimulus plan benefits

08/01/2019

It is so important to be careful when choosing a Financial Planner! Check out this recent article from The Wall Street Journal.

The Certified Financial Planner Board of Standards, which runs LetsMakeAPlan.org, doesn’t inform website users about thousands of planners with customer complaints, regulatory skirmishes and other problems, including some bankruptcy filings.