Clarice Couey, CFP

01/25/2025

We are hosting a "Shred it" event in our office Wednesday, January 29th from 10am-noon. It's a great opportunity to meet our team and organize your documents. We kindly ask that you limit to two bags per person.

08/24/2024

Our Crescendo Wealth Team is growing! Victoria is our admin assistant (far right) and is attending Ventura College. Tristan is our advisor in training (far left) and a recent Cal Lutheran grad. This month Amanda our client service manager celebrated her 10th year working on my team. We are excited to have a great team in place to serve our clients.

04/18/2024

Here's a flashback from 2010. I was receiving an award for being a "Top Producer" in my division. I was in my late 20's and I think what advice would I give? I would say "Be brave, be confident. You have the tools and resources to make an impact in the lives of your clients. It's not going to be easy. You will be there for them in moments of joy as well as heartache such as the loss of a loved one. Have empathy, listen and continue to serve first. The rest will take care of itself."

01/15/2024

Roth IRA 5-year rule explained - USA TODAY

The Roth IRA five-year rule states that you can’t withdraw earnings tax-free unless it’s been five years or more since you first contributed to a Roth IRA

12/21/2023

With life insurance, protecting the future of your loved ones is possible. https://visit.lfg.com/3jxWsVU

08/25/2023

The future is bright! Our newest recruit, Sophia ✨

05/12/2023

Have you ever been confused by the different aspects to Medicare or unsure when you should start collecting Social Security? This will be an opportunity to learn how these programs work and how you can incorporate them with your overall financial planning. The events will be held Tuesday, May 16th at River Ridge in Oxnard and Wednesday, May 24th at Mulligan's in Santa Barbara. Please rsvp if you would like to attend.

03/09/2023

I'm sometimes asked why have you kept the same broker dealer for 18 years? This is why... Lincoln Financial has a supportive and collaborative culture that is not often found in the financial services world.

02/10/2023

And that’s a wrap! Our 2023 national sales conference in Seattle was a success! I feel inspired with great information to bring back to my clients.

09/14/2022

It seems that the stock market is as predictable as the weather these days. When the markets are turbulent, it’s normal to be a little nervous about the state of your investments. If you’re uncertain about the ability of your financial plan to weather the changing market environment, schedule an appointment with me today.

07/11/2022

With all of the market volatility this year, I know it’s almost impossible not to feel anxious about the market swings, but I’ll go over some steps you can take to help manage risk and ride it out.

Click the link to sign up for the webinar I’m hosting on Friday, July 15th 12pm-12:30pm. Can’t make it? Let me know and I can send you the pre-recorded version or schedule a 1-2-1 meeting. https://bit.ly/3uFWNuz

06/15/2022

Pride Month is an opportunity to learn, educate, support and raise awareness for the LGBTQ+ community. There are also special financial planning considerations for same s*x couples especially in the area of estate planning. The importance of proper documents such as beneficiary designations, health care directives and durable power of attorney can be critical.