FIVE FINANCIAL CONSIDERATIONS FOR THE NEW SCHOOL YEAR

Author: Greg Lonczak, CFP®, is a Managing Director for Clearstead As we hit the mid-point of August, many families are beginning to think of school for themselves, for their children, or their grandchildren. Some families may be experiencing the excitement and nerves...

CLEARSTEAD EMPOWHER WOMAN OF THE YEAR: JENNIFER LUCAS

In the nine years that Jennifer Lucas has worked at Clearstead, it seems as though no two days have been the same — and that’s just the way she likes it. “Every day is different here,” she says. “It’s challenging, creative work to keep everything running smoothly, and...