Clients Excel Financial Blog


We help individuals and families work toward achieving their ideal retirements.

They waited too long

Hello friends,  This can be heartbreaking. We want to help everyone who comes through our office door. Normally, we can help most everyone, but this couple had waited too long… In our last newsletter we told you about Charlie and Rhonda and how they were depleting their money due to medical expenses. They didn’t know the best way to…

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Where’s Your Paycheck?

Hello friends,  A few months back, Charlie and Rhonda sat down at our conference table and he pulled out a stack of papers from his briefcase. He’s an easy-going guy. The kind of guy you’d probably enjoy having lunch with. Rhonda had clearly been through something rough. I quickly learned that Rhonda was battling stage four cancer. Charlie…

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Do you know about the IRAs changes

Hello friends, Everything you knew about your IRA has changed since Congress passed the SECURE Act legislation that went into effect at the beginning of 2020. We’ll cover 3 of the changes in the law.When we are working, we may have a 401k or some other type of tax-deferred employer sponsored plan. When we retire,…

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Wondering about Social Security

Hello friends,  So, your 62nd birthday is coming up. Maybe you’re wondering should I start collecting Social Security? If you’re still working full-time, or if you file taxes with your spouse and they are still working, it may not make a lot of sense. Why? Because when taking benefits EARLY $1 of benefits is deducted from…

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