Clearstone Wealth Management

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Is the 4% Rule Reliable?

For most of us, planning for retirement is the biggest financial decision we'll make. Unfortunately, too many fail to take the time to craft an effective plan and instead are relying on a popular rule of thumb. But this rule, the 4% Rule, does not always consider the impact of taxes.

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There are 3 changes in the tax laws that can help you prepare for your retirement

The U.S. tax laws had some good news for those saving for their retirement. Starting in 2023 contribution limits have gone up, resulting in an increase in tax-deferred savings.

What can you do when facing an increase in your Medicare Premiums?

If you received a notice that your Medicare Premiums are going up, you can make an appeal. This will help you get started.

What Happens When You File Early for Social Security and Continue to Work?

You might be surprised to learn that when you work after filing early for Social Security your early benefit could be temporarily reduced. Be sure you understand the rules!

Understanding the Difference Between Investment Management and Wealth Management

When we hear the term "investment management" and "wealth management," we may think they are the same. They are not. Instead, they are both needed to complete an effective, comprehensive life and financial plan.

Two Questions You Need to Ask Before You Retire

As you start thinking about retirement, you're probably finding yourself asking two important questions: "How Much Do I Have?" and "How Long Will It Last?" In this short video, you'll learn about a simple tool we use to help clients plan for and enjoy their retirement.