Clarity Wealth

10/16/2026

Inflation vs Real Returns: Why a 4% Gain Can Still Lose Purchasing Power- FFC 314

10/15/2026

What Will Your Family Carry Forward? Rethinking the Meaning of Legacy

Legacy planning is about more than transferring wealth. Explore how affluent families can prepare assets—and future generations—to carry forward values, responsibility, and purpose.

10/12/2026

10/09/2026

What Legacy Will You Leave? - FFC 313

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/07/2026

Your Medicare Coverage Needs an Annual Checkup

Medicare coverage shouldn't run on autopilot. Learn why an annual review of Medicare Advantage, Part D, healthcare costs, and tax implications is an important part of retirement wealth planning.

10/05/2026

🏈 Football is back, and so is everything that comes with it.

A new season means fresh storylines, surprise contenders, and those moments you just can’t script. Much like your finances, a successful season takes preparation, a solid game plan, and the ability to adjust when things don’t go exactly as expected.

So, whether you’re locked in from the opening coin toss or just showing up for the company and the snacks, game day has a way of bringing people together.

Fire up the grill. Find your seat. The season is here. 💪🏈

10/02/2026

Medicare Annual Enrollment (Oct 15–Dec 7): Don’t Put Your Coverage on Autopilot – FFC 312

10/02/2026

We had the sweetest surprise at the office yesterday and it truly made our day! 🥐☕ We are so grateful for the thoughtful gesture and even more grateful for the amazing people we have the opportunity to work with. Thank you for thinking of us!

09/30/2026

When the Fed Raises Rates, the Math Changes

Higher interest rates change the trade-offs between borrowing, fixed income, equities, and cash. Learn how Fed policy can influence capital allocation and long-term wealth planning.