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ClearLogic Blog

What is a Fee-Only Advisor?
The National Association of Personal Financial Advisors (NAPFA) defines a Fee-Only planner as one who, in all circumstances, is compensated solely by the client, with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. A Fee Only Advisor may not receive commissions, rebates, finder's fees, bonuses or any form of compensation from others as a result of a client's implementation of the individual's planning recommendations. Read More

The Complexities of Tax-Planning in Retirement

If you are like most people when you hear the phrase "tax planning," you immediately think it is for high net worth people with complicated finances and not important for you. However, tax planning is an important part of retirement planning, and retirement can create both tax complexity and opportunity. Read More

10 Brilliant Ideas for Retirement Planning
1. Consider delaying social security – while not always the best answer (we can help determine when it's not), delaying social security is provides a low-cost, guaranteed return that can't be matched by annuity products. Read More

5 Myths of Retirement Planning
There are several common myths that often prevent retirees from maximizing their retirement savings and income ultimately negatively influencing their peace of mind. We'll jump right into these important insights. Read More

Cost-Control: An Investor's Greatest Investment
In the mid-1800s, in a collection of essays entitled “Conduct of Life,” Ralph Waldo Emerson observed, “Money often costs too much.” More than 150 years later, his words remain well worth heeding, as we focus on one of the most effective ways to enhance your wealth: aggressively eliminating unnecessary investment costs. Read More

4 Rules to Making Sense of Fixed Income

Anyone who is keeping even a casual eye on financial headlines is aware that fixed income returns are a bit topsy-turvy these days. With bond prices reacting negatively to uncertain economic news, investments that are supposed to be our reliable safety net and income stream during troubled times are experiencing uncertain times themselves. Many investors are abandoning their existing plans (or had none to begin with), and are selling off their bond funds. To cite a June 28 column in The New York Times, “Taking a Cue From Bernanke a Little Too Far,” the month’s outflows neared $77 billion, handily exceeding the last high-water mark of nearly $42 billion bond-fund outflows in October 2008.  Read More


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