Jeffrey Clark is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at CarriageGate Wealth Management in Trinity, FL and the surrounding communities.
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So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...
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A few years ago I helped conduct a focus group. One of the conclusions was that those focus group members who had a longer term perspective...
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For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...
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The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...
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When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...
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Financial planning for you and your family’s future livelihood is a prodigious challenge in the process of international divorce — an option...
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Life is good. You love where you live. You’re flourishing at work. Your income is growing, and so, too, is your bank account. Everything, it...
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Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...
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Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...
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The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...
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