Coronavirus & More

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next?

presented by Clear View Financial Services, LLC

In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third presidential impeachment in American history. In international news, the latest coronavirus outbreak has hit China, now referred to as COVID-19, leading to closed borders … Read More

Investing for Impact

Socially responsible investment strategies and you.

presented by Clear View Financial Services, LLC

Investing for Impact

SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of investment choices that use traditional investing practices to responsibly impact society. In the past, these investment strategies were viewed as too restrictive for most investors. But over time, improved evaluative data and competitive returns have pushed these strategies into the mainstream. … Read More

Artists Sometimes Bloom Later in Life


Retirement can allow for discovering – or rediscovering creative skills. Perhaps you have a new neighbor that retired last year.  That neighbor just might be an artist – and there are all sorts of possibilities as to how they came to enjoy creating art. The neighbor might have thought for many years it would be fun to learn to paint … Read More


Long-established retirement account rules change.

presented by Clear View Financial Services, LLC

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities. Limits … Read More

Debunking Common Retirement Assumptions

Don’t fall for these misconceptions.

presented by Clear View Financial Services, LLC

Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop investing. In the past, retirement was viewed as an “end” in many ways. These days though, retirement is often seen as an opportunity to return to one’s passions or just … Read More

7 Ways of Finding Purpose and Fulfillment in Retirement

Douglas YoungUncategorized

They say all good things must come to an end, and that notion can apply to a number of activities in life.  This is especially true when it comes to your job. Many people react differently when it comes to their retirement. For some individuals, retirement is something they’ve looked forward to for much of their lives. It is the … Read More

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2019.

presented by Clear View Financial Services, LLC

What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2020 begins. Even if your 2019 has been relatively uneventful, the … Read More

Moving to an Assisted Living Facility

Stephen WierhakeUncategorized

When you reach an advanced age, it can be quite difficult to carry out even some of the very basic day to day tasks. You might have trouble walking for longer periods of time or even lifting something without hurting your back. Even something as simple as cooking may become a strenuous task for you. Many elderly people also suffer … Read More

Rebalancing Your Portfolio

Should investors make regular adjustments?

presented by Clear View Financial Services, LLC

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time, the performance of different investments can shift a portfolio’s intent as well as its risk profile. It’s a … Read More

Living the RV Lifestyle After Retirement

Douglas YoungUncategorized

At some point, we all have probably heard the phrase “living the dream” – but this phrase often means different things to different people. For some, it might be living in a luxury suite with someone bringing them caviar and champagne at their command. For others, it is traveling the world in a recreational vehicle (RV), with few cares about … Read More