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This vital investment account question should be answered sooner rather than later.presented by Clear View Financial Services, LLCInvestment firms have a new client service requirement.They must now ask you if you would like to provide...

A useful year-end move to counteract capital gains.presented by Clear View Financial Services, LLCEven though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do...

Multigenerational Households Are Becoming More Common

Stephen Wierhake, CFP®

Friday, April 21, 2023

This might surprise you: according to Pew Research, statistics indicate that almost one in five individuals live in multigenerational housing – where adults from at least two generations share the same home. What’s behind...

Confidence can quickly erode, but it can also quickly emerge.presented by Clear View Financial Services, LLCUndeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire...

Retirement Alert: How to Be Prepared for Emergencies

Douglas Young, CRPC®

Friday, April 14, 2023

Most emergencies in life affect us financially. Job loss, serious illness, injury, a major necessary home repair, or perhaps a needed repair to your vehicle – any of these can be costly. There’s also the risk of a natural...

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.presented by Clear View Financial Services, LLCRecently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”)...

Simplifying Your Life for Retirement

Stephen Wierhake, CFP®

Friday, April 7, 2023

For many, the thought of retirement is worrisome and daunting, to say the least. Over the course of our lives as adults, we have many obligations: the demands of work, raising a family, helping care for aging family members, community...

What’s the difference? What do these terms mean for you?presented by Clear View Financial Services, LLCThe COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately...

As financial markets react to the global spread of the COVID-19 virus and anxiety levels increase, I want to provide perspective on the situation from Cetera® Investment Management to help you cut through the noise.Investors are...

What you need to know.presented by Clear View Financial Services, LLCWhen you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s).In I.R.S. terminology, these...

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next?presented by Clear View Financial Services, LLCIn recent weeks, we’ve seen several major stories in the news. On the political...

Socially responsible investment strategies and you.presented by Clear View Financial Services, LLCSRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing...

Retirement can allow for discovering – or rediscovering creative skills.Perhaps you have a new neighbor that retired last year. That neighbor just might be an artist – and there are all sorts of possibilities as to how they...

Long-established retirement account rules change.presented by Clear View Financial Services, LLCThe Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it comes some of the biggest changes to retirement...

Don’t fall for these misconceptions.presented by Clear View Financial Services, LLCFinancial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s...