Claris Financial Advisors, Inc.
Claris Financial Advisors is a financial planning firm serving individuals and businesses .
What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.
The sooner you begin investing, the longer your money can work for you.
Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.
As complex as the details of taxes can be, the income tax process is fairly straightforward.
How Income Taxes Work A quick look at how federal income taxes work.
Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that’s more hype than truth:
Ever heard of a Roth 401(k)? Would one be right for you?
You may not be able to stop from wreaking havoc, but can manage some of the financial loss.
Protecting Your Home Against Flood Loss Protect yourself against the damage that your homeowners policy doesn’t cover.
Self-employed? Learn more about your retirement plan options.
Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Do your kids have the right stuff for college?
Countdown to College Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Low car lease payments look great, but do you really save money in the end?
Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.
Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?
Is your household's inflation rate higher than the national average?
Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.
Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.
8 Financial Milestone Birthdays Get ready to celebrate your financial birthdays in this informative infographic.
People generally see what they look for, and hear what they listen for. - Harper Lee
If you don’t have an , here's some reasons why you should.
This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.
It’s possible to avoid these classic traps, with a little preparation.
Retirement Traps to Avoid Beware of these traps that could upend your retirement.
How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA.
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Pay off debt or invest the money? Things to consider before you commit to either option.
Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Read more now.
Are You Prepared for an Estate Tax Sunset? The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Tax freedom day: the day you begin earning money for yourself.
Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.
We've got some exciting news to share!
https://buff.ly/4caZJSY
Check out the video where I share tips on safeguarding your investments from economic downturns.
How to protect your portfolio against recent volatility and selling pressure Lee Baker, Owner and President of Apex Financial, discusses how to protect your portfolio from an economic downturn.
Valuation is important for business succession, estate taxes and even qualifying for a loan.
What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.
Compare your taxable investment to a tax-deferred one. The results may surprise you.
Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one.
Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Consider preparing for 30 years in retirement. Are your assets ready?
Potential Income from an IRA Estimate your monthly and annual income from various IRA types.
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Contact the business
Address
2295 Parklake Drive, Suite 456
Atlanta, GA
30345
Opening Hours
Monday | 8:30am - 5pm |
Tuesday | 8:30am - 5pm |
Wednesday | 8:30am - 5pm |
Thursday | 8:30am - 5pm |
Friday | 8:30am - 5pm |
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