Clark and Associates Wealth Strategies, LLC

Clark and Associates Wealth Strategies, LLC Helping clients achieve financial peace and balance since 2003. Please consult your own tax, legal, or accounting professionals before making any decisions.

Here at Clark & Associates, we’re passionate about helping people align their finances with their goals so that they can live the life they desire. We take into account the best and worst case scenarios they may encounter along the way, and empower them with the information they need to make the wisest possible decisions for themselves and their loved ones. Our approach blends the precision of a l

eft-brained financial planner with the creativity of a right-brained musician. The end result is helping our clients achieve financial harmony by coaching them into becoming confident conductors of their own financial lives. Neither Clark and Associates Wealth Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Clark and Associates Wealth Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

777 Main Street, Suite 3800
Fort Worth, TX 76102
(817)749-5033

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Debora Clark is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Debora Clark is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Debora Clark is not licensed in all jurisdictions. Her California Insurance license number is 0E90484.

RMDs aren't suspended this year. Here's how to make them work for you.
08/10/2021

RMDs aren't suspended this year. Here's how to make them work for you.

Knowing the rules for required minimum distributions from IRAs can maximize after-tax income and make the process easier.

How did you use your stimulus check?
08/06/2021

How did you use your stimulus check?

Stimulus checks and meme stocks.

There are approximately 5.5 million family businesses in the United States, but 90% of those will cease to exist after t...
08/04/2021

There are approximately 5.5 million family businesses in the United States, but 90% of those will cease to exist after three generations. How can you make sure this doesn’t happen to your business? Read this article by Family Legacy 1st founder Jeremy Lurey to learn how to create and use a family business charter.https://thenautilusgroup.com/nautilusnavigator/family_business_charters_sustain_family_businesses_for_generations.pdf

We know self care is one of the keys to strong leadership, creativity, and long-term success. But how to find the best s...
08/02/2021

We know self care is one of the keys to strong leadership, creativity, and long-term success. But how to find the best self-care path for you? This article can help.

It's important to make self-care part of the job, especially in times of long-term stress.

Figure out if you may be counting too much on Social Security for your retirement.
07/30/2021

Figure out if you may be counting too much on Social Security for your retirement.

As humans, we tend to be overoptimistic on everything from our driving ability to investment prowess.

For women investors: The key takeaway is to start investing today.
07/20/2021

For women investors: The key takeaway is to start investing today.

Commentary: The more women invest their money, the more power they will have—an affront to patriarchal societal structures.

The pandemic is causing more people to consider early retirement, potentially impacting Social Security, housing costs, ...
07/15/2021

The pandemic is causing more people to consider early retirement, potentially impacting Social Security, housing costs, and the job market.

All the evidence isn’t in, but it’s clear that many Americans accelerated their retirement plans during the pandemic and the rush to retire probably isn’t over.

Learn about the challenges facing female business owners of color — and tips for those trying to start their own journey...
07/14/2021

Learn about the challenges facing female business owners of color — and tips for those trying to start their own journeys as entrepreneurs.

I recently connected with Ayris T. Scales to discuss her vision for Walker’s Legacy and the impact of Covid-19 on Women business owners of color.

07/12/2021

"Trust yourself. Create the kind of self that you will be happy to live with all your life. Make the most of yourself by fanning the tiny, inner sparks of possibility into flames of achievement." —Attributed to Golda Meir. Confidence is built from achievement. What is a time you've achieved something that made you more confident?

Learn from this millennial's financial hits and misses.
07/09/2021

Learn from this millennial's financial hits and misses.

Your 20s are a time of self-exploration, finding your footing as an adult — and likely making some money mistakes. To save you from learning the hard way — and pass on some knowledge as I enter my 30s — here are five money lessons from my past decade. GET SERIOUS ABOUT GOALS For several years,...

Wills and trusts: How much do you know about these pillars of estate planning?
07/07/2021

Wills and trusts: How much do you know about these pillars of estate planning?

Wills and trusts are estate planning tools used to pass assets on to heirs. Knowing their differences can help you decide which one is best for you.

Vacation homes are great. Taxes are tricky. This helps.
07/01/2021

Vacation homes are great. Taxes are tricky. This helps.

'This vacation home tax stuff can get complicated.'

Address

777 Main Street, Suite 3800
Fort Worth, TX
76102

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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