Claritas Financial Partners

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Claritas Financial Partners Wealth managers helping individuals, families, and business owners navigate financial planning.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC, www.finra.org /www.sipc.org

How much will your Social Security check increase in 2027?Social Security benefits will increase 3.6% in 2027, with the ...
10/16/2026

How much will your Social Security check increase in 2027?

Social Security benefits will increase 3.6% in 2027, with the average retired worker receiving about $75 more per month starting in January.

How does that increase fit into your overall retirement income plan? Your income needs, healthcare costs, taxes, savings, and investments all work together.

✅ Connect with Claritas Financial Partners to review how all the pieces of your retirement plan fit together: https://www.claritasfinancialpartners.com/

Social Security recipients will get a 3.6% raise for 2027, a bigger-than-average bump as energy prices continue to fuel inflation.

How can you help protect your family's wealth for future generations?Building wealth is only part of the equation. Prese...
10/15/2026

How can you help protect your family's wealth for future generations?

Building wealth is only part of the equation. Preserving it is just as important. Strategies such as trusts, insurance, estate planning, and asset ownership structures may help support the people and goals that matter most to you.

✨Connect with Claritas to build a financial plan that helps protect your family's financial future: https://www.claritasfinancialpartners.com/blog/asset-management-strategies-to-help-preserve-family-wealth-for-future-gener

This week,   examines resilient business lending, narrowing credit spreads, and a housing market constrained by the grow...
10/14/2026

This week, examines resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage rate lock-in effect. What does this mean for your long-term financial strategy? 👉 Connect with Claritas Financial Partners to align your financial plan with your goals: https://www.claritasfinancialpartners.com/weekly-market-commentary

10/12/2026

What are the money lessons nobody teaches you?

Budgeting. Credit scores. Reading a pay stub. Building an emergency fund.

These are the real-world money skills many young adults wish they had learned sooner.

That's why we created our free Adulting With Money playlist, a simple guide to help you build confidence with your finances, one lesson at a time.

📥 Download your free copy today: https://www.claritasfinancialpartners.com/young-adults-financial-confidence

From South Jersey to London—making memories that last a lifetime! Enjoy the game Brian Lynn 🦅
10/11/2026

From South Jersey to London—making memories that last a lifetime! Enjoy the game Brian Lynn 🦅

Is Medicare enough to cover your healthcare costs in retirement?You might be surprised to learn that Medicare doesn't co...
10/09/2026

Is Medicare enough to cover your healthcare costs in retirement?

You might be surprised to learn that Medicare doesn't cover everything. Premiums, deductibles, prescription costs, and long-term care expenses can all play a role in your retirement budget.

With Medicare Open Enrollment beginning October 15, now is a good time to make sure your coverage still fits your needs.

📅 Join Claritas Financial Partners on October 13 at 1pm EST for a free educational webinar about Medicare Open Enrollment.

👉 Register here: https://lpl.zoom.us/webinar/register/WN_LBho5gf3Ssaa_TyQvP3sMg

During retirement planning, many people underestimate how much they will pay for Medicare.

How are you preparing your children or grandchildren for the financial future?A strong financial plan isn't just about p...
10/08/2026

How are you preparing your children or grandchildren for the financial future?

A strong financial plan isn't just about passing along assets. It's about helping the next generation feel prepared and confident.

Questions like:
✔ Have you talked about your legacy and values?
✔ Is your estate plan up to date?
✔ Is your family prepared for future responsibilities?

✅ Download our Multi-Generational Wealth Readiness Checklist & learn how Claritas can help your family plan for the future: https://www.claritasfinancialpartners.com/blog/the-family-guide-to-wealth-transfer-estate-planning-and-financial-freedom

What's causing interest rates to stay higher, and what does it mean for your financial plan?Government debt, Treasury ma...
10/07/2026

What's causing interest rates to stay higher, and what does it mean for your financial plan?

Government debt, Treasury markets, and interest rates may sound like topics reserved for economists, but they can have a real impact on mortgages, savings, retirement income, and investment decisions.

This week's market commentary explores why rates remain elevated and what to watch moving forward.

📖 Read this week's market update and learn how current market conditions may fit into your long-term financial plan: https://www.claritasfinancialpartners.com/weekly-market-commentary

Medicare Open Enrollment starts October 15. Do you know what to review?Join us for a free webinar covering the questions...
10/06/2026

Medicare Open Enrollment starts October 15. Do you know what to review?

Join us for a free webinar covering the questions many individuals and families may have before Open Enrollment begins.

📅 Tuesday, October 13
🕐 1:00 p.m. ET

You may be wondering:

✔ How can I help a parent or loved one make sense of Medicare?
✔ Will my doctors and prescriptions be covered?
✔ Am I enrolled in the right plan for my needs?
✔ What deadlines do I need to know?

👉 Register here: https://lpl.zoom.us/webinar/register/WN_LBho5gf3Ssaa_TyQvP3sMg #/registration

10/05/2026

You got the job. But do you understand your paycheck? 💵

Many young adults are shocked when their first paycheck doesn't match the salary they were offered.

Why is my paycheck lower than my salary?

The answer usually comes down to taxes, benefits, retirement contributions, and other deductions.

If you're starting your first job, changing careers, or helping a young adult get off on the right financial foot, our free Adulting With Money guide breaks it all down in a simple, easy-to-follow format.

✅ What take-home pay really means
✅ How to budget your first paycheck
✅ Smart money habits to build early

👉🏾Download your free guide today: https://www.claritasfinancialpartners.com/adulting-with-money-download

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Marlton, NJ

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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