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Financial Clarity Blog

Helping people make smart financial decisions.  

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The Time I Spent $5,000 on Liquor

What a year 2020 has been. For some of you, this post may be an inspiration to drink away the memory that is 2020 and start fresh in 2021. I know I could go for a stiff drink this holiday season. Many of you probably saw this title and thought to yourselves, "Wow, Corey must be an alcoholic." Or, "Wow, Corey must have a lot of money if he can afford to blow $5,000 on booze." Or both. I have to confess, I didn't actually spend $5,000 on liquor, but I sort of did. Let me explain.

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10 Ways to Prevent Identity Theft

Identity theft is a relevant topic for all of us, especially this time of year during the peak holiday shopping season. A component of financial planning includes protecting our financial assets. As we transition into tax season in a couple of months, we also have to be vigilant of people stealing our identity to file tax returns on our behalf. We all know people who have identity theft stories, and they are never fun. Some of you have even experienced identity theft. Today we will look at ways to prevent identity theft so you can keep your personal information safe and away from the bad guys.

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11 Ways to Teach Your Kids About Money

As a parent and a financial advisor, I feel a duty and obligation to teach my kids about money. It will be embarrassing for me if my kids aren't knowledgeable about money and finances by the time they are adults. Many of you are probably curious to learn effective ways to teach your kids about money as well. We all want our kids to grow up to be successful adults who make smart decisions, financial and otherwise. Today, we will walk through 11 ways to teach your kids about money so you can get them started on the right foot.

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10 Podcasts to Binge Listen to This Holiday Season

With Thanksgiving later this week and Christmas right around the corner, amidst the backdrop of a global pandemic, many will be looking for alternative ways to be spending time this holiday season. So whether you're driving to visit loved ones safely, escape the city for the mountains, or are looking for something fun to listen to to pass the time, here is a list of our ten favorite podcasts. We hope you enjoy and learn something new!

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You Don’t Need A Long-Term Care Policy, You Need Longevity Planning

Longevity planning and Long-Term Care planning are an integral part of a solid financial plan, especially for LGBT families. But you have to trust that the advisor you work with will help you find, what you want, what you need, what you can afford, and what you can get approved. They also need to give you options if you cannot get the type of coverage you want or need. It is helpful to work with someone who is an expert in working with someone like you.

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What is Your Biggest Financial Risk?

An important aspect of financial planning is risk management. How we manage the financial risks that could affect us could mean the difference between achieving financial independence or not. When planning for your financial goals, consider what risks could hinder your ability to achieve those goals? What can you do to either mitigate them? Today we will discuss what financial risk is, why it arises, and how managing risks can impact your financial future.

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Be Careful Acting on Predictions

Predictions date back to the beginning of time. As hunters and gatherers, we had to predict several things. We could catch dinner, the best method for detecting it, and what the weather would be like to plan accordingly. We had to predict where predators may attack from and the best defense strategy in case we get attacked. Making short-term predictions is built into our DNA as a form of survival. However, we as humans and the world around us has evolved. The same predictions that kept us alive for thousands of years don't always apply to personal finance and investing rules.

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Why Day Trading is a Bad Idea

2020 has been quite the year. Given the dynamics of it all, people have found themselves with more free time. Combine that with a volatile stock market, and many individuals have taken up the hobby of day trading stocks. In short, day trading is the act of buying and selling stocks in a short period, usually based on price movements and headlines.

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