The Aversion to Market Returns
Americans have almost no affinity for the concept of average, or in the case of the stock market, market returns. From the time we’re very young most of us are […]
Sandwich Generation Prepares to Financially Support Parents Earlier
More and more young workers are taking on “sandwich generation” responsibilities early on, acting as a financial supporter of their parents. This additional responsibility requires preparation and planning of retirement and financial […]
Women and Wealth: Planning Your Financial Future
How to best serve our female clients has been a topic of great discussion here at Claris. Recently, I read an article about financial planning for women written by a […]
Donor Advised Funds: Making the Most of Your Charitable Giving
In and of itself, philanthropy is a powerful and rewarding exercise. When planned and organized effectively, it can transform from a meaningful annual endeavor into a tax efficient strategy that […]
Cash in on Your Retirement with a Cash Balance Plan
Most retirement plans fall into one of two general categories: defined benefit plans or defined contribution plans. Both provide retirement benefits, but they differ in the way benefits are calculated […]
