Clarity Wealth

Clarity Wealth Tax-efficient financial planning, investment management, and employee benefit plans.

05/29/2026

The Story Behind the Friday Fireside Chat (Chris Conner’s Final Episode) - FFC 294

Summer Jobs, Camps, and Tax Savings: Opportunities Many Families Overlook
05/27/2026

Summer Jobs, Camps, and Tax Savings: Opportunities Many Families Overlook

Summer jobs, family businesses, and summer camps may create valuable tax savings opportunities. Learn what families should know heading into summer.

05/25/2026
05/22/2026

Summer Tax Planning: Kids’ Jobs, Hiring Your Child, and Day Camp Credits - FFC 293

Should You Wait for Mortgage Rates to Fall?
05/20/2026

Should You Wait for Mortgage Rates to Fall?

Should you wait for mortgage rates to fall? Learn how today’s housing market, inventory shortages, and interest rates are impacting homebuyers and financial planning.

🚨 Protect Your Money: Theft Awareness Tips 💳🔒 Financial theft can happen faster than most people realize from stolen mai...
05/18/2026

🚨 Protect Your Money: Theft Awareness Tips 💳🔒

Financial theft can happen faster than most people realize
from stolen mail to phishing texts and hacked accounts.
Taking a few simple precautions can help protect your personal and financial information.

✔️ Monitor your bank and credit card accounts regularly
✔️ Use strong, unique passwords for financial accounts
✔️ Be cautious of unexpected emails, texts, or phone calls asking for personal information
✔️ Shred sensitive documents before throwing them away
✔️ Enable two-factor authentication whenever possible
Scammers are becoming more sophisticated, but staying alert is one of the best defenses. A few extra minutes of caution today could save you a major headache tomorrow.

If something feels suspicious, pause before clicking, responding, or sharing information.

05/15/2026

Housing Market Update: Should You Wait for Lower Rates or Buy Now? - FFC 292

What History Says About Midterm Elections and Your Portfolio
05/14/2026

What History Says About Midterm Elections and Your Portfolio

Worried about midterm elections impacting your investments? Learn what history says about election-year volatility and why long-term investors should stay focused.

There's a moment many people experience at some point in their lives.You're booking a flight. You scroll past the standa...
05/11/2026

There's a moment many people experience at some point in their lives.

You're booking a flight. You scroll past the standard seat… and pause at first class.

Not because you have to upgrade.
Not because you're trying to impress anyone.
But because you've worked hard, and you're wondering when you're allowed to start enjoying the perks.

Milestones can shift the way we think about money.
A career high. An empty nest. A major life win. Retirement on the horizon.

Yes, financial discipline matters. But, so does lifestyle.

The goal isn't reckless spending—and it isn't endless accumulation, either. It's aligning your resources with the life you actually want to live.

Sometimes that means staying in your seat.
Sometimes it means stretching out a little.

If you're navigating what "enjoying the journey" looks like in your own life, we'd be happy to talk it through with you. ✈️

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’...
05/10/2026

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

Address

119 NW 137th Drive Suite 30
Newberry, FL
32669

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13526072207

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