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Emotional and Financial Health During COVID-19

Submitted by Clarus Wealth on August 12th, 2020

Mental health can impact Financial Health. This article discusses how they're linked, and some ideas for improving your overall wellness.

Tags:
  • COVID-19
  • Emotional health
  • Financial health

Benefits of 529 Plans in an Estate Plan

Submitted by Clarus Wealth on July 14th, 2020

529 plans can help reduce tax liability and pass wealth to future generations, while still allowing you to maintain control of the assets - get the details here. 

Contact us to find out how a 529 plan may fit into your estate plan.

For more information about any 529 college savings plan, contact us for more information at (720) 510-1199 to learn more about investment objectives, risks, charges, and expenses.  Consider the investment information carefully.  All investing is subject to risk, including the possible loss of the money you invest.

Tags:
  • 529
  • Estate Planning
  • Paying for College

2021 HSA Contribution Limits

Submitted by Clarus Wealth on May 27th, 2020

Contribution limits to Health Savings Accounts are set to increase for 2021.  This article contains additional information.

Tags:
  • Health Savings Accounts
  • HSA Contribution Limits

10 Things You Should Know About Applying for Financial Aid

Submitted by Clarus Wealth on May 26th, 2020

Do you have (or know) a child attending or preparing to attend Higher Education? Click here to read about applying for Financial Aid - including whether or not a 529 Plan excludes a child from receiving aid money.

Tags:
  • College Aid
  • Financial Aid
  • Higher education

CARES Act and Small Businesses

Submitted by Clarus Wealth on April 20th, 2020

The CARES Act was designed to “provide emergency assistance and health care response for individuals, families, and businesses affected by the 2020 coronavirus pandemic.” Click here to read a brief overview of some pieces of the CARES Act that may be of interest to small business owners. 

Tags:
  • cares act 2020
  • Employee Retention Tax Credit
  • Sick Leave
  • small business

Small Business Resources for COVID-19

Submitted by Clarus Wealth on April 1st, 2020

The U.S. Small Business Administration has resources to assist small business owners as you navigate the COVID-19 waters. If you would prefer to utilize your local SBA, the Colorado SBA and Arizona SBA have information as well.

Tags:
  • Arizona business resources
  • Colorado business resources
  • Small business resources

CARES Act

Submitted by Clarus Wealth on March 30th, 2020

The CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law on Friday. Click here to find out about the Recovery Rebates for individuals and married couples, as well as how the law impacts Unemployment Assistance, Required Minimum Distributions, Charitable Contributions, and more.

Tags:
  • 2020 recovery rebate
  • cares act 2020
  • Unemployment

Tax Filing and Payment Deadlines for 2020

Submitted by Clarus Wealth on March 30th, 2020

The IRS has extended the Tax Filing and Payment Deadlines for 2020, due to the ongoing Coronavirus Disease 2019 (COVID-19). You can read the answers to commonly asked questions here.

Tags:
  • IRS deadline
  • tax deadline
  • tax filing deadline

Investing During Health Epidemics

Submitted by Clarus Wealth on March 24th, 2020

How long has it historically taken the Stock Market to rebound following global health epidemics? Find out here. Want more information? Contact us.

Tags:
  • Market performance
  • Market recovery
  • Stock recovery

89 Years of Bulls and Bears

Submitted by Clarus Wealth on March 16th, 2020

How have various Asset Allocations fared throughout the past (nearly) nine decades...through the Bull Markets, as well as the Bears? The attached article from Franklin Templeton - 89YearsofBullsandBears.pdf  - discusses the "whys" behind the market trajectory of each decade, and shows how various asset allocations performed.

Tags:
  • asset allocation
  • bear market
  • down market
  • stock market
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202 6th Street, Suite 301C
Castle Rock, Colorado
80104 United States

  •  Tel: 720.510.1199
  •  info@claruswealthatplumcreek.com

      

OSJ Office: Clarus Wealth Advisors
9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381

                                                                                              

Click here to view the Clarus Form CRS 2020 (PDF)

Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.
Securities offered through Crown Capital Securities LP member FINRA & SIPC
Clarus Wealth Advisors LLC and Crown Capital Securities LP are unaffiliated companies.

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