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Clarity Solutions Group DBA Logo

Clarity Solution Group has over 90 years of combined financial experience.  We use that experience, along with knowledge and high level service, to help our clients clarify and reach their financial goals. 

Partners:           Daniel V .Lundahl, ChFC, CLU, MSFS, MSM

                        James R .Healy, Retirement Planning Specialist

                        Victor A. Benetti, ChFC, CLU, MSW

Associate:         Bryant C. Lundahl 

Office Manager:  Laurie Stern

Welcome to our website.  Please use the wealth of information to help you increase your understanding of the financial concepts that can help you achieve your financial goals.  We hope that you will recognize that an ongoing relationship with a competent and reputable financial planner is invaluable in reaching those goals. 

Thank you for visiting our website.  The information is updated regularly so please visit again.

 

Newsletters

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

Timing Social Security and IRA Distributions

Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits.

Health-Care Update

Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

Health Savings Accounts and Your Retirement

An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits.

More Newsletters →

Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Accumulation

Estimate the future value of your current savings.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

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