Clarity Financial Planning Group

01/28/2026

For the third year in a row, we are honored to announce that Clarity Financial Planning Group has been recognized by Forbes as a 2026 Best-In-State Wealth Management Team. This prestigious accolade reflects the unwavering dedication and hard work of our team, as well as the invaluable trust and support of our clients. Thank you to everyone who has been a part of our journey.

01/20/2026

Congratulations to Erika Woo, CFP®

We are thrilled to announce that Erika Woo has earned her Certified Financial Planner ™ (CFP®) Designation. The CFP® certification is a mark of excellence in the financial planning profession, recognized globally. It requires rigorous education, a comprehensive exam, significant work experience, and adherence to a strict code of ethics.

Erika’s achievement is a testament to her dedication, expertise, and commitment to providing exceptional financial planning services. Join us in congratulating Erika on this remarkable accomplishment!

12/31/2025

Happy New Year to our amazing clients, partners, and team members! Clarity Financial Planning Group wishes everyone good health, new accomplishments, and many blessings in 2026.

11/26/2025

A reliable financial plan is increasingly valuable in an uncertain and rapidly-transforming world. Clarity Financial Planning Group is here to support families and business owners with confidence heading into 2026. Contact us today if you would like a second opinion on your financial plan.

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11/17/2025

The IRS has announced 2026 retirement savings contribution limits - here are some key highlights:

- Regular contribution limit for 401(k), 403(b), and Thrift Savings Plans is increasing to $24,500 ($23,500 in 2025). For those age 50 and older, the catch-up contribution limit is increasing to $8,000 for a total contribution limit of $32,500.

- Traditional and Roth IRA regular contribution limits are increasing to $7,500 ($7,000 in 2025). For those age 50 and older, the catch-up contribution limit is increasing to $1,100 for a total contribution limit of $8,600.

- SEP IRA contribution limits will increase to $72,000.

10/07/2025

Steve Eberbach, Partner at Clarity Financial Planning Group, and three friends, recently climbed Mt. Kilimanjaro in Tanzania, East Africa. The group, along with a team of guides and porters, reached the summit of Uhuru ("Freedom") Peak — the highest summit of Mt. Kilimanjaro on July 31, 2025. Uhuru Peak is the tallest point on the continent of Africa and one of the world’s Seven Summits.

Through seven days of hiking together, they strengthened bonds of friendship and gained perspective from their guides and porters on leadership, parenthood, teamwork, and optimism. Steve is excited to be home and helping clients develop their vision to climb life's mountains and achieve seemingly insurmountable goals.

08/29/2025

Meet the newest CFPG Team Member and Associate Financial Representative, Trey Street! Please join us in welcoming Trey to the Team!

05/29/2025

Congratulations to Associate Wealth Management Advisor, Ron Cohen, for achieving his Certification in Long-Term Care (CLTC)! Ron is impacting clients every day by inspiring intentional thinking around preferences for future care and demonstrating the importance of protecting retirement assets from chronic medical expenses.
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04/09/2025

Economic uncertainty can tempt investors into trying to time the market. Staying the course means staying invested, and history suggests that missing out on even a few days in the market can significantly set back an otherwise outstanding investment plan.

Economic uncertainty and volatility can make investors anxious, which leads to poor investment decisions. Learn why riding it out may be your best bet.

01/22/2025

Our team is honored to be recognized by Forbes as one of the top wealth management teams in Pennsylvania. In a world full of noise and uncertainty, thank you to our amazing clients for their trust in Clarity Financial Planning Group.

Discover Forbes' 2025 ranking of the best-in-state wealth management teams. Explore top-rated financial firms renowned for their expertise and personalized wealth management.

01/21/2025

A hypothetical $10,000 portfolio that stayed invested in the S&P 500 since 1945, even amidst periods of elevated market volatility and heightened geopolitical uncertainty, would have significantly outperformed one that invested only from November to April of every year and one that invested only from May to October. This dynamic underscores the value of sticking to the plan and the power of compounding, even on an intra-year basis.

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01/20/2025

In celebration of Dr. Martin Luther King, Jr., let's find the courage to take that first step forward into a better future.