Clarus Wealth at Plum Creek is a wealth management firm located in Castle Rock, CO with a branch location in Peoria, AZ. We are dedicated to providing investment management and strategic wealth planning that is right for you. Our philosophy is simple: we believe that life planning cannot be separated from investment planning. As independent advisors, our interests are aligned with our clients to help them develop a comprehensive plan and take the next step to implement it. We do this through a strong planning process which is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your assets now, and that efficiently provides for the future, considering both tax issues and estate planning goals. Simply put, we strive to be our client’s trusted advisor.
Jackson has released its Tax Facts: 2026 Tax Year brochure, including information on Roth IRA contribution phaseouts, Retirement plan contribution limits, Tip income deduction, and more.
Fraudulent emails pretending to be from a financial institution or family member are not the only way that scammers target their potential victims. The IRS has compiled a list of 15 current tax scams, what to look out for, and how to report scams on its website. Watch the video below for more information on How to Avoid Tax Scams.
The Fed left rates unchanged last week, and the conflict in Iran continues to drive oil prices and inflation expectations higher. Read more about What's Working, What's Not, and What's Next in this week's Market Watch.
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