Clarice Couey, CFP

October is Financial Planning Month! In this video, I share how I became a financial planner and my thoughts on the difference between being rich and creating wealth.

Someone struggled for your right to vote. Use it. Susan B. Anthony, women’s rights activist during the suffragette movement in the early 20th century.

With a month to go and coronavirus cases beginning to pick up again, Halloween may be forced to go remote this season. New data shows how nearly a third of parents are forgoing trick-or-treat plans with their child over fears of COVID-19.

If your employer plan allows for it, it could be beneficial to auto escalate your contribution 1-2% per year each year until you hit your target amount! Learn strategies to help your employees save more and encourage any non-participants to enroll in your provided plan. I can help with creating an employer retirement for your company! #401k #403b #SEPIRA https://bit.ly/33VGVWL

Who doesn't like to find $20 in their pocket? Well, I found a client $900 this week! I was meeting with a client who was a little upset and adamant her previous employer kept her retirement money. I asked, "Have you ever looked at the state of CA unclaimed property site?" Sure enough, we searched and there was over $900 in her name. It's easy to do! You never know you might find some lost funds. Here is the link: https://bit.ly/3nm5R2F

The end of the year is approaching and a new one will soon begin, so this is the right time to think about what you have done in 2020 and what you could do in 2021. I can help you from budgeting, investing, family protection, retirement and charitable giving strategies.

Today is my first day as the Kiwanis of Oxnard President. Here I am with outgoing President, Kathy Sullivan. Our motto is Serving the Children of the World.

Meet your match in your employer retirement plan. This is the first rule of employer plans. If you don't, you are leaving free money on the table! Try these strategies to get the best possible employer contributions to your retirement plan. https://bit.ly/3kODTdR

With everything going on in the world, the topic of life insurance has come up often with clients. Here I break down the different types of insurance in a way I hope makes it easy to understand. #giftoflove #LifeInsuranceAwarenessMonth #lifematters

Are you having trouble balancing your debt? This chart shows the percent change in total household debt balance since 2003, adjusted for inflation. The one bright spot of good news shows how credit card debt has scaled back slightly by 15%. I help my clients create a debt management plan and stick to it. #financialcoach #eliminatedebt #createwealth

As an independent planner within Lincoln Financial Advisors, I have created an independent brand, Crescendo Wealth Strategies. I'm still with the same reputable and established broker, but I've created this independent brand to serve my unique client base.

Wow, vinyl has made a huge comeback! I actually received a record player for my birthday this year. The sounds feels more authentic. There is nothing like playing classic rock or R&B on a record player.