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2025 Fingertip Tax Guide

Submitted by Clarus Wealth on December 10th, 2024

The 2025 John Hancock Fingertip Tax Guide is now available. Find tax brackets, standard deductions, contribution limits, and more here.

JH 2025 Fingertip Tax Guide_Page_1.jpg

Tags:
  • 2025 catchup contribution
  • 2025 contribution limits
  • 2025 taxes
  • estate taxes 2025

Five Star Professional

Submitted by Clarus Wealth on December 9th, 2024

Congratulations to Karine for winning a Five Star Professional Award for twelve years in a row!

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Tags:
  • Five Star Professional

The changing face of aerospace

Submitted by Clarus Wealth on November 19th, 2024

The space launch industry broke a record in 2023 with the number of objects sent into space. This brief article from First Trust discusses the role that SpaceX has taken in reducing the cost and increasing the frequency of launches. 

Tags:
  • Falcon 9
  • objects launched into space
  • SpaceX rockets
  • Read more

Clarus Wealth Advisors Market Watch November 19, 2024

Submitted by Clarus Wealth on November 19th, 2024

Find this week's Market Watch below.

Tags:
  • Economic data
  • fed rate cut
  • stock market this week

Saver's Credit

Submitted by Clarus Wealth on November 4th, 2024

Find out if you are eligible to claim the Saver's Credit to help boost your retirement tax savings with help from this Transamerica Institute website.

Tags:
  • IRA contributions
  • Low income earners contributions
  • Retirement Savings Contributions Credit
  • Saver's Credit

Rolling a 529 plan into a Roth IRA

Submitted by Clarus Wealth on November 4th, 2024

As part of SECURE Act 2.0, some 529 funds may be eligible to be rolled into a Roth IRA. This article, published on John Hancock Financial Management's website, discusses Five things to know about rolling a 529 account into a Roth IRA.

Tags:
  • 529 to roth ira

Clarus Wealth Advisors Market Watch November 4, 2024

Submitted by Clarus Wealth on November 4th, 2024

Read about what is driving the markets in this week's Market Watch.

Tags:
  • Fed November policy decision
  • Market Watch
  • Nonfarm payrolls

Clarus Wealth Advisors Market Watch October 28, 2024

Submitted by Clarus Wealth on October 29th, 2024

This week's Market Watch discusses the earnings reports that set to come out within the next few days. 

Clarus Market Watch 10.28.24_Page_1.jpg

Tags:
  • Fed policy
  • Market returns
  • Primary Market Drivers

Clarus Wealth Advisors Market Watch October 21, 2024

Submitted by Clarus Wealth on October 21st, 2024

Read about what is working, what is not, and what is next in the current market environment, in this week's Market Watch.

Tags:
  • equities at all time highs
  • Fed's easing cylce
  • What's happening with the market

Why Would Anybody Need Life Insurance

Submitted by Clarus Wealth on October 15th, 2024

Life insurance is an important, but sometimes overlooked, piece of a financial plan. Read this short, one-page overview on what it is and how it works.

Why Would Anybody Need Life Insurance.jpg

Tags:
  • Do I need life insurance
  • How much life insurance should I buy
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