Caroline RakerAs we approach the end of 2025, it's clear that President Trump's policies are having a significant impact on financial planning. At Clarity Financial, we believe in providing our clients in Stephenson, Winchester, and Northern Virginia with clear, actionable advice to navigate these changes. Let's explore how recent policy shifts might affect your retirement strategy.
Caroline RakerFinancial wellness is more than money in the bank—it means understanding your money, making good choices, and feeling secure. When families pass on both money and wisdom, they help their kids build lasting confidence and safety. Statistics show that without guidance, many families lose their wealth in just a generation or two. At Clarity Financial, I help families design a path where financial wellness is shared, not lost.
Caroline RakerERISA, passed in 1974, was created to protect workers’ benefits—especially retirement plans like pensions and 401(k)s. Before ERISA, many employees faced uncertainty. A company could run into financial trouble and suddenly—without warning—benefits they counted on could disappear. ERISA set out to change that by creating standards, safeguards, and accountability for benefit plans.
Caroline RakerWondering how much you should save for retirement? Whether you're just starting out or getting closer to retirement age, this simple guide breaks it all down. Learn how to set goals, plan your savings, and build a retirement future you can feel good about.
World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, LLC and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively WFGIA offer insurance products. Headquarters: 11315 Johns Creek Parkway, Suite 100, Johns Creek, GA 30097-1517. Phone: 770.453.9300. WorldFinancialGroup.com