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Blog

Brandon Clark | Sep 25, 2025

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Brandon Clark | Sep 18, 2025

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Brandon Clark | Sep 11, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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Brandon Clark | Sep 4, 2025

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Brandon Clark | Aug 28, 2025

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Brandon Clark | Aug 21, 2025

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Brandon Clark | Aug 14, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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Brandon Clark | Aug 7, 2025

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Brandon Clark | Jul 31, 2025

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Brandon Clark | Jul 24, 2025

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Brandon Clark | Jul 17, 2025

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Brandon Clark | Jul 10, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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The information herein is for information purposes only, does not contain or convey legal or tax advice, and should not be relied upon regarding any particular facts or circumstances without first consulting with a lawyer, tax, or other professional. The following list of professionals often work with The Clark Group Asset Management at the sole direction of our clients on various projects; however, no client is obligated to use any of our strategic alliance members for any service. As personal facts and circumstances vary, please conduct due diligence on any third party prior to engaging.

The advice and opinions of The Clark Group Asset Management are our own and in no way represent the opinions or advice of our strategic alliance members. Similarly, the advice and opinions of our strategic members in no way represent the opinions or advice of The Clark Group Asset Management. We are an independent network of professionals in our respective fields.

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24941 Dana Point Harbor Drive 
Suite C210 
Dana Point, CA 92629

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P | 949-558-3898

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The Clark Group’s mission is to build long-lasting relationships with our clients and help them organize, grow and protect their hard-earned assets through life’s transitions. Along the way, our goal is to provide peace of mind for our clients through trust, thoroughness and transparency. Our experience has taught us that our value comes from helping clients make sound financial decisions while minimizing the emotion that often comes with investing. We are here to guide you through both good and bad economic times.

As a fiduciary financial advisor, we have a legal obligation to always act in your best interest and disclose any conflicts that could prevent us from servicing you. Furthermore, our compensation is fee-only which allows us to be completely objective and aligns our incentives with our client’s best interests. We provide clients in the Los Angeles, Orange County, and Southern California area with investment management, retirement planning, portfolio risk assessment, and charitable giving strategies.

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