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 * Home
 * About 
   * Who We Are
   * Meet the Team
 * Services
 * Resources 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
   * Glossary
   * Tax Resources


HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Learn More


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

Learn More


PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

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RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

Learn More


CARING

Our experienced professionals have helped many people just like you with similar
circumstances and concerns. We can assist you in creating an approach that is
designed to address your individual situation.

Learn More


INDEPENDENT

We educate our clients about financial concepts and products and aim to help
take the mystery out of investing, insurance, estate conservation, and wealth
preservation.

Learn More


TEAMWORK

We believe our team approach adds a broader perspective to all we do and
provides increased benefits to our clients.

Learn More


WHY WORK WITH A FINANCIAL ADVISOR?

Just as some individuals file their own taxes, some people set out to manage
their investments themselves. But you may find this responsibility overwhelming
because you lack one or more of the following:

 * Time - Between work, family, church, activities and life, you probably don’t
   have sufficient time to review and monitor your investments.
 * Training - Personal finance isn’t taught in school. Consequently, facing
   investment decisions can create anxiety, especially as assets accumulate or
   retirement nears – when making a mistake can be financially devastating.
 * Temperament - As much as we try, it can be difficult to separate emotions
   from circumstances when dealing with our own situation. Anxiety or
   unrealistic expectations can produce bad decisions at crucial times.
 * Transitions - We are all going through a transition or moving toward one.
   Typical transitions include: getting married, buying a car, purchasing or
   selling a home, having a child, sending a child to college, remodeling a
   home, getting past a divorce or death, starting or selling a business or the
   ultimate – transitioning into retirement. These events can be stressful and
   confusing, and busy, tired people with limited experience don’t always make
   the best financial decisions in the midst of them. That is why we are here to
   be a sounding board, to help you make wise decisions and to navigate these
   transitions with confidence.







HELPFUL CONTENT


ORCHESTRATING YOUR RETIREMENT ACCOUNTS

Getting the instruments of your retirement to work in concert may go far in
realizing the retirement you imagine.


UNDERSTANDING MARGINAL INCOME TAX BRACKETS

An inside look at how marginal income tax brackets work.


IRA WITHDRAWALS THAT ESCAPE THE 10% TAX PENALTY

The list of IRA withdrawals that may be taken without incurring a 10% early
penalty has grown.

 
 * Articles
 * Calculators
 * Videos

KEY MONEY MOMENTS: 4 TIMES YOU SHOULD TALK TO A PRO

Life happens fast, and your finances can take a backseat if you’re not careful.
Is it time to check in with a financial professional? This infographic will help
you examine your own financial situation and decide if it’s time to step up your
financial game.

WILL POWER

Preparing for the eventual distribution of your assets may not sound enticing.
But a will puts the power in your hands.

WHAT IS A ROTH 401(K)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a
Roth IRA.

A BUCKET PLAN TO GO WITH YOUR BUCKET LIST

Longer, healthier living can put greater stress on retirement assets; the bucket
approach may be one answer.

RED FLAGS FOR TAX AUDITORS

Here are six flags that may make your tax return prime for an IRS audit.

THE COST OF MEDICAL CARE

Learn about the risks of not having health insurance in this informative
article.

VIEW ALL ARTICLES

TAX FREEDOM DAY

Assess how many days you'll work to pay your federal tax liability.

CONTRIBUTING TO AN IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

WHAT'S MY POTENTIAL ESTATE TAX?

This calculator helps estimate your federal estate tax liability.

WHAT IS MY CURRENT CASH FLOW?

Assess whether you are running “in the black” or “in the red” each month.

SOCIAL SECURITY TAXES

Estimate how much of your Social Security benefit may be considered taxable.

WHAT IS THE DIVIDEND YIELD?

This calculator helps determine your pre-tax and after-tax dividend yield on a
particular stock.

VIEW ALL CALCULATORS

INVESTMENTS

You’ve made investments your whole life. Work with us to help make the most of
them.

THE OTHER SURE THING

Though we don't like to think about it, all of us will make an exit sometime.
Are you prepared?

RE: RETIREMENT

How does your ideal retirement differ from reality, and what can we do to better
align the two?

SHOULD YOU INVEST IN EXCHANGE TRADED FUNDS?

There are thousands of ETFs available. Should you invest in them?

SURPRISES

Making the most of surprises is a great reason to work with us.

CHARITABLE GIVING: SMART FROM THE HEART

Do you have causes that you want to support with donations?

VIEW ALL VIDEOS

 



 

     

 


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Securities America Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory
services offered through Securities America Advisors. Clarity Group is not
affiliated with the Securities America companies.

This site is published for residents of the United States and is for
informational purposes only and does not constitute an offer to sell or
solicitation of an offer to buy any security product that may be referenced
herein. Persons mentioned on this website may only offer services and transact
business and/or respond to inquiries in states or jurisdictions in which they
have been properly registered or are exempt from registration. Not all products
and services referenced on this site are available in every state, jurisdiction
or from every person listed. 

Securities America and its representatives do not provide tax or legal advice;
therefore it is important to coordinate with your tax or legal advisor regarding
your specific situation.  

$ymbil is a service of Ladenburg Thalmann Asset Management, Inc. (LTAM) a
registered investment adviser. Before investing, please review the LTAM $ymbil
Disclosure Brochure and applicable mutual fund prospectus for further
information about the Fund’s expenses and other charges. $ymbil does not provide
comprehensive investment advice or consider other assets held by clients. LTAM
does not exercise any form of discretion over an $ymbil client’s investments.
Clients have no obligation to accept any suggestions provided by $ymbil or to
invest in any of the Ladenburg Funds. There is no charge for the $ymbil service.
However, LTAM receives fees for managing the five Ladenburg Funds that are
recommended through $ymbil. Diversification does not ensure profit or protect
against loss. The Ladenburg Funds are distributed through Ladenburg Thalmann &
Co. Inc., a member of the NYSE_MKT and other principal
exchanges, FINRA and SIPC; and through other subsidiaries of Ladenburg Thalmann
Financial Services Inc. Ladenburg Thalmann Financial Services Inc. is traded on
the NYSE_MKT under the symbol LTS. Not FDIC Insured. • No Bank Guarantee. • May
Lose Value. • Not a Deposit. • Not Insured by Any Government Agency.

CONTACT

Clarity Financial Group

Office: 817-338-4150

1622 Park Place Avenue
Fort Worth, TX 76110

info@clarityfinancialgroup.com



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