Clear Financial Network

10/14/2026

The unlimited marital deduction allows you to pass an unlimited amount of property to your spouse free from federal gift and estate tax. Bypass planning is designed to both minimize federal estate taxes for married individuals and allow the surviving spouse to benefit from the family's wealth during...

10/13/2026

Watch out for these five factors that could derail your retirement.

10/12/2026

Charitable remainder and charitable lead trusts are special types of trusts into which you transfer assets, retain either a present or future economic benefit for yourself or your family, and provide for a present or future transfer to a charitable entity. The transfer into either one of these types...

10/09/2026

Craig, Isabelle, and Alaina had the pleasure of attending this ribbon cutting and enjoying a delicious meal! We are so glad to have On The Rocks here in Burleson!

10/09/2026

Our executive assistant Alaina is a member of Burleson Leadership this year and she has absolutely loved the experience! Highly recommend others to apply for next year!

📣 2027 Leadership Burleson applications are NOW OPEN!

Get an inside look at the people, places and organizations that help shape Burleson. Build connections. Grow as a leader. Get more plugged into your community.

The 2027 class runs February through December with one full-day session each month.

Ready to be part of the next class?

Details + application 👇
https://tinyurl.com/ybd759e9

10/09/2026

The NFT market took off in 2021.

10/08/2026

The term "marital and related trusts" refers to the several types of trusts that married individuals can establish to maximize use of their estate tax applicable exclusion amounts (the amount that can be sheltered from federal gift and estate tax by the unified credit) which, when combined with the....

10/07/2026

Investment tax planning can help you maximize after-tax returns on your investments. Tax planning for specific types of investments helps you identify which types of investments are best suited to your unique situation. Because different types of investments produce income or gain that may be taxed....

10/06/2026

A charitable remainder unitrust, or CRUT, is a trust with both charitable and noncharitable beneficiaries. When the trust is created, the charity's interest in the trust assets is a "remainder interest," which means it is second in line to someone else's interest. For this reason, this trust is char...

10/05/2026

A withdrawal from an IRA is generally referred to as a distribution. If you receive a distribution from your traditional IRA before you reach the age of 59½, the federal government considers this a premature distribution. Like all distributions from traditional IRAs, premature distributions are gen...