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Blog

Steven Mark Clott | Sep 22, 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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Steven Mark Clott | Aug 23, 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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A person walking on stone steps on an outdoor pond.
Steven Mark Clott | Mar 6, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings
If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.
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Two people working at a table in an office using a calculator.
Steven Mark Clott | Mar 6, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come?
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Steve Clott CFP®, CPA

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Advisory services are offered through Dedicated Investment Advisers, LLC   (Steve Clott, Managing Member) available nationwide.
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