Financial Advisors, Michael Clark and Rob Legenhausen talk through if now is a good time to go conservative. Also, they discuss annuities and the stock market performance so far for the year.
Methods &Myths of Protecting your Money
In this Zoom Webinar, Michael Clark, CFP debunks financial myths and provides strategies on protecting your money.
He goes over key topics such as Estate Planning, Saved Money and Money Owed to Others (debt).
How to Give to Charity Correctly
In this Zoom Webinar, Michael Clark suggests three different methods to use when giving to a charity that maximizes your money and reduces taxes.
Michael provides details on these methods and advises on how to use them correctly and why it benefits you. These methods are qualified charitable distribution, donor-advised funds, or gifting assets.
He will also touch on the various types of charities that come to mind when donating.
Retirement Income
In this Zoom Webinar, Michael Clark talks about the common mistakes people make when it comes to taking income in retirement.
Michael will discuss topics on investments, taxes, social security, and Medicare.