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Learning Center
Clarity TO BE A confident investor
Financial Education for the real world
No Fluff, no fear, just facts based on what you’ve done and where you want to go.
Whether you're preparing for retirement, exploring annuities, or facing complex financial decisions, we provide straight-forward, judgment-free insights tailored to Gen Xers navigating the next chapter.
Featured Articles
Read trusted, jargon-free articles designed to simplify your most important financial decisions.
what is the historical average valuation of the stock market and where are we today? the buffet indicator, cape ratio and more
Financial Therapy, Behavioral Finance and the "science" behind why you feel and act the way you do towards saving spending investing or ignoring your money
Dividend paying Stocks? SS? Pensions? Annuities? Bonds? REal Estate? Part-time Job? All of the above?
See how a Multi-Year Guaranteed Annuity (MYGA) earning 5% annually can provide inflation-adjusted withdrawals and preserve your principal over 10 years.
Planning Tools
Use these simple worksheets and calculators to start mapping your plan today.
See how a Multi-Year Guaranteed Annuity (MYGA) earning 5% annually can provide inflation-adjusted withdrawals and preserve your principal over 10 years.
Discover how a 5% MYGA can provide guaranteed growth and tax-deferred income for retirement, and compare it to AGG and BND bond ETFs for safety, returns, and peace of mind.
