In this workshop, Michael Clark looks back at the history of the Stock Market & discusses what 2023 has in store.
Front Page
Market Update & Top Concerns from Clients
In this workshop, Michael Clark provides a Fall market update and discusses the top concerns from clients.
All about Inflation
In this workshop, Michael Clark discusses common questions he has received on inflation such as: Which investments work well when there is inflation? Is it here to stay? Why do we have inflation?
Minimizing Taxes in Retirement
In this workshop, Michael Clark provides tips on how to reduce taxes in retirement.
Social Security & Medicare
In this Zoom Webinar, Michael Clark, CFP and Greg Roessler, Registered Representative at RJFS discuss what you need to know about two important topics related to navigating retirement: Social Security and Medicare.
Michael Clark touches on the 5 most asked questions when it comes to Social Security and its value. He goes over if it will be there for you, how much you can expect, when you should apply, how to maximize your benefits, and if Social Security will be enough for you to live on in retirement.
Greg Roessler guides you through Medicare health insurance and how it benefits you. He reviews common questions asked about Medicare such as when are you eligible, other creditable coverage options, upcoming changes for 2022, and when can you enroll.