1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Executive Vice President, Clark & Associates Inc. Financial Solutions
Phone: 703.796.0957 E-mail: info@clarkfinancialplanning.com www.clarkfinancialplanning.com
Megan Clark is executive vice president at Clark & Associates Inc. Financial Solutions and is an Investment Adviser Representative and Insurance Professional. As a financial adviser, she is passionate about helping families create a holistic financial plan, and she often holds "For Women By Women" informational seminars to reach out and help assist women in pursuing their goals. Clark is a graduate of the University of Virginia.
Before you get into the landlord biz (or if you'd like to get out of it), there could be an easier way to invest in real estate, a Delaware Statutory Trust.
See More From: Building Wealth
Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions.
Make sure your portfolio’s design is truly “modern,” because the stock market is a completely different world than it was in the ’50s, when the theory of diversification (which many advisers still follow) was developed.
Don’t give away more than you have to. Put tax-efficient investing strategies to work.