CLN Financial

08/15/2023

🏌️‍♂️ Another fantastic year at the 24th Annual Client Appreciation Golf Outing for CLN Financial! 🎉 Huge thanks to everyone who joined us for this incredible event. Your presence made it truly special. ☀️ And can we talk about the weather? Mother Nature definitely smiled upon us! ⛳️ Looking forward to more memorable gatherings in the future. Cheers to great golf and even greater company! 🏆

05/18/2023

Here are eight mistakes to avoid when .

There are common mistakes you can avoid when saving for retirement.

05/17/2023

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

05/16/2023

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

05/15/2023

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

05/14/2023

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

05/13/2023

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

05/12/2023

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

05/10/2023

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

05/09/2023

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

05/08/2023

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

05/07/2023

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.