Guiding the Next Generation Toward Financial Wellness

Guiding the Next Generation Toward Financial Wellness

Guiding the Next Generation Toward Financial Wellness
Caroline Raker
Published on: 09/29/2025

Financial 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.

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5 Ways ERISA Protects Your Retirement

5 Ways ERISA Protects Your Retirement

5 Ways ERISA Protects Your RetirementCaroline Raker
Published on: 09/22/2025

ERISA, 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.

Article
How Much Do You Really Need for Retirement?

How Much Do You Really Need for Retirement?

How Much Do You Really Need for Retirement?Caroline Raker
Published on: 07/25/2025

Wondering 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.

Article
Navigating Financial Success in 2025 – Clarity Financial

Navigating Financial Success in 2025 – Clarity Financial

Navigating Financial Success in 2025 – Clarity FinancialCaroline Raker
Published on: 06/27/2025

With emerging technologies, changing economic conditions, and shifting consumer behaviors, achieving financial success today requires a fresh perspective and a proactive approach.

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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

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