Skip to main content

Clarity Capital Partners

  • Home
  • About Us
  • Our Services
  • Contact
  • In the News
  • Client Login

    You are here

  1. Home
  2. Founding Partner, Todd Rustman, talks on the Clarity difference.

Founding Partner, Todd Rustman, talks on the Clarity difference.

Think Twice Before Counting on a COLA

Submitted by Clarity Capital Partners on October 26th, 2015

The rising costs of food, gas, electricity, and health care can strain anyone's budget. The situation is even worse if your living expenses increase while your income stays the same, because your purchasing power will steadily decline over time. That's why cost-of-living adjustments, or COLAs, are especially valuable to retirees and others living on fixed incomes.

Tags:
  • Social Security
  • Read more

Don't Forget About Year-End Investment Planning

Submitted by Clarity Capital Partners on October 19th, 2015

As the year draws to a close, there might be a slew of tasks on your to-do list. One task to consider is setting up a meeting with your financial professional to review your investments. If you take the time to get organized now, it may help you accomplish your long-term goals more efficiently. Here are some steps that might help.

Tags:
  • Year End Planning
  • Read more

Frequently Asked Questions on Opening a 529 Plan Account

Submitted by Clarity Capital Partners on October 5th, 2015

529 plans are savings vehicles tailor-made for college. Anyone can open an account, lifetime contribution limits are typically over $300,000, and 529 plans offer federal and sometimes state tax benefits if certain conditions are met. Here are some common questions on opening an account.

Tags:
  • College Savings
  • Legacy Planning
  • Read more

Six Common 401(k) Plan Misconceptions

Submitted by Clarity Capital Partners on September 21st, 2015

Do you really know as much as you think you do about your 401(k) plan? Let's find out.

Tags:
  • Company Planning
  • Entrepreneur
  • Read more

I've recently changed my legal name. Do I need to change my name on my Social Security card?

Submitted by Clarity Capital Partners on September 10th, 2015

Whenever an individual legally changes his or her name, it is important to contact the Social Security Administration (SSA) as soon as possible. Failure to notify the SSA of a name change could prevent your wages from being posted correctly to your Social Security earnings record and might even result in a delay when you file your taxes.

  • Read more

Taxes, Retirement, and Timing Social Security

Submitted by Clarity Capital Partners on September 3rd, 2015

The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable distributions from retirement plans for as long as possible.

Tags:
  • Social Security
  • Taxes
  • Read more

Six Life Insurance Beneficiary Mistakes to Avoid

Submitted by Clarity Capital Partners on August 28th, 2015

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy's beneficiaries should be a relatively simple task. However, there are a number of situations that can easily lead to unintended and adverse consequences. Here are six life insurance beneficiary traps you may want to avoid.

Tags:
  • Life Insurance
  • Read more

Correlation and Portfolio Performance

Submitted by Clarity Capital Partners on August 25th, 2015

Different types of investments are subject to different types of risk. On days when you notice that stock prices have fallen, for example, it would not be unusual to see a rally in the bond market.

  • Read more

Tips for Female Entrepreneurs

Submitted by Clarity Capital Partners on August 20th, 2015

According to the National Women's Business Council, nearly 8 million women-owned businesses exist in the United States. Women-owned firms comprise 28.7% of all nonfarm businesses and generate more than $1.2 trillion in revenue.

Tags:
  • Women in Business
  • Read more

Todd Rustman featured in Business Insider

Submitted by Clarity Capital Partners on August 13th, 2015

Todd Rustman was featured in the August 4th edition of Business Insider! See him in the article titled "How to retire with $1 million".

Tags:
  • In the News
  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • next ›
  • last »

Recent Blog Posts

  • Preparing Teens for Financial Adulthood
  • How Does Dollar-Cost Averaging Work?
  • Choosing the Right Life Insurance Policy

Archived Blog

  • April 2021 (1)
  • March 2021 (1)
  • February 2021 (1)
  • January 2021 (1)
  • December 2020 (1)
  • November 2020 (1)
  • October 2020 (1)
  • September 2020 (2)
  • August 2020 (1)
  • July 2020 (1)
  • June 2020 (1)
  • May 2020 (1)

Categories

  • 2019 (1)
  • 2020 (1)
  • Advanced Planning (3)
  • Annual Review (1)
  • Asset Allocation (8)
  • Behavioral Bias (1)
  • Bellevue (2)
  • Brittany Slater Gautreau (1)
  • Brittany Slater-Gautreau (19)
  • Budgets (1)
  • Business Owners (1)
  • College Planning (1)
  • College Savings (2)
  • Community Involvement (1)
  • Company Planning (1)
  • Conscious Capitalism (1)
  • coronavirus (1)
  • COVID-19 (2)
  • election (1)
  • eMoney (1)
  • Entrepreneur (2)
  • Estate Planning (4)
  • Family Legacy (4)
  • Financial Management (1)
  • Financial Planning (3)
  • Generational Wealth (1)
  • Giving Back (2)
  • Goal Planning (1)
  • goals (1)
  • Hussein Elgohary (10)
  • In the News (1)
  • Investing (1)
  • Investments (1)
  • Kids and Money (1)
  • Kirk Summers (1)
  • Kyle Chapman (15)
  • Laura's House (1)
  • Legacy (1)
  • Legacy Building (1)
  • Legacy Planning (2)
  • Life Insurance (2)
  • Long Term Care (1)
  • Marriage (1)
  • Medicare (1)
  • MFO (13)
  • Millennials (1)
  • Money (1)
  • New Year (1)
  • Newport Beach (2)
  • OC Affluent (2)
  • Olivio Gomez (10)
  • Peace of Mind (1)
  • Philanthropy (1)
  • Relationship Management (1)
  • resolutions (1)
  • Retirement (1)
  • Savings (1)
  • Social Security (3)
  • Taxes (2)
  • Terry Thomason (3)
  • Todd Rustman (22)
  • Transition (2)
  • volatility (1)
  • Wealth Management (1)
  • Women in Business (1)
  • Year End Planning (2)

Contact Us

Questions? We are here to help. We would love the opportunity to become your Trusted Advisor.

Phone: (800) 805-7526

Email: info@claritycapitalllc.com

5000 Birch Street, East Tower, Suite 100, Newport Beach, CA 92660

1750 112th Ave. NE, Suite D-154, Bellevue, WA 98004

Subscribe to our Newsletter

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Form CRS

Investment advisory services offered through Clarity Capital Partners LLC, a registered investment advisor. Securities offered through American Trust Investment Services Inc., member of FINRA/SIPC.  Clarity Capital Partners LLC are not affiliated with American Trust Investment Services, Inc.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the registration status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

For more information on Clarity Capital Partners LLC, its registered representatives or investment adviser representatives, you may search at the SEC Adviser Search page at http://www.adviserinfo.sec.gov.  You may also obtain the firm's current disclosure documents (ADV) from the SEC Adviser Search page.

© 2025 Clarity Capital Partners. All rights reserved.

Website Design For Financial Services Professionals