Clark Morzelewski
Senior Wealth Advisor at Ashton Thomas Private Wealth | Specializing in retirement planning, income management, philanthropic planning, and estate and legacy planning. Prior to joining Ashton Thomas, Clark served as Vice President and Senior Account Executive with Fidelity Investments where he managed more than 350 client relationships with a combined net worth in excess of $1 billion. While at Fi
12/08/2023
Discover four lucrative deductions that many seniors tend to overlook. From extra standard deductions to savvy IRA strategies, explore ways to boost your financial well-being. Don't leave money on the table—optimize your tax savings!
Four Lucrative Tax Deductions That Seniors Often Overlook There are a host of tax breaks available to retirees and older Americans, but they’re easy to miss.
10/26/2023
Managing your loved ones' finances as they age? Learn how to get organized and ensure their financial well-being with these practical tips.
4 Tips to Help Aging Parents Manage Their Finances Aging parents or relatives need more help managing their finances. If the onus is on you, here’s a primer on where to start.
10/17/2023
As we approach the year's end, it's the perfect time for a financial checkup. Are your insurance, credit, and taxes in order? Read how these smart financial moves can make next year easier on your wallet.
4 things to do with your money now to make next year easier on your wallet As the end of 2023 draws near, it's the perfect time to set yourself up financially for the new year. Check in on your retirement, credit, and healthcare and make any necessary adjustments. Don't want until April 15 to get ready for tax season.
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