Clear Perspectives Financial

02/03/2021

Our official page is now Clear Perspectives Financial Planning. We want to help you get a clear perspective on your financial future. Give us a call at 513-469-8400 to speak with a fiduciary planner about how we can help you.

11/23/2020

http://cpplan.com/blog/weekly-update-work-from-home-tax-wrinkles

Happy Thanksgiving week! Today’s Thanksgiving health advice that made us laugh (masked, of course): Speak softly with your family members and guests, if you’re having any, because that’s less likely to spread virus...

11/15/2020

https://www.cpplan.com/blog/weekly-update-how-to-make-the-most-of-covid-winter

Winter 2020 is forecast to see higher demand for long underwear, fire pits, patio heaters and faux fur. “Dress to loiter” is excellent advice

11/02/2020

A simple message for this week. https://www.cpplan.com/blog/weekly-update-be-sure-to-vote-gdp-recovery-so-far

10/27/2020

https://www.cpplan.com/blog/weekly-roundup-how-to-be-happy-in-retirement-youre-in-good-company-stayi

The economy has held up better than expected this fall, although many economists still predict sharply lower growth in the final months of 2020.

10/20/2020

https://www.cpplan.com/blog/weekly-roundup-likely-stimulus-package-of-some-kind-coming-soon

09/23/2020

https://www.cpplan.com/blog/economists-think-were-through-stage-1-of-pandemic-recovery-whats-next

Most developed countries have opened up and recovered enough to be considered through the volatile “stage 1” of economic pandemic recovery.

09/14/2020

Here is our latest weekly economic news flash email we sent to our clients on Friday. We send these out every week, meant to be about a 5 minute read

The stock market has felt like a rollercoaster lately. We remember 9/11 and the lives lost since in the wars.

09/12/2020

https://www.cpplan.com/blog/weekly-roundup-stocks-still-above-pre-pandemic-high

Unemployment fell to 8.5%, the first reading under 10% since the crisis began. months. Stocks dropped more than 3% on Thursday, but the S&P 500 is sti

07/28/2020

The impact of this will be both very positive and very negative - sometimes where one finds oneself in the range of outcomes can be sheer luck, and/or we can find new opportunities.

The shift to a largely remote workforce may significantly alter wages, career paths and how companies operate. This could spell "disaster" for low-skilled labor, reports The New York Times.

07/26/2020

Three great tiips in 3 minutes!

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has ex...

06/09/2020

We do this math for each of our clients, and walk with you on this journey. What is difficult for people is that the journey can be complicated, and we make it less so with our state of the art software for planning, investments, creating 'paychecks' in retirement and tax planning.

Time can wreak havoc on even the best-laid plans.