Brian J. Clark

Brian J. Clark, CRPC®
Financial Advisor

 

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

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If you would like to set up a complimentary initial appointment with Brian, he would be happy to schedule that with you.  Just send us an e-mail or give us a call to start the ball rolling.

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Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

More Newsletters →