facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search


Clelan and Company Video Series!

Are you ready to increase your understanding of current topics and their effect on your finances?  You are at the right place!

Click here to watch Andrew Kern explain what a Qualified Charitable Distribution (QCD) is and how it may provide tax benefits.  Interested in digging deeper?  We encourage you to read the articles below.

Click here to watch Andrew Kern explain some trends regarding Retirement Spending Patterns, including the Retirement "Smile".  Interested in digging deeper?  We encourage you to read the articles below.

Click here to learn from Doug Clelan why concerns and questions over Inflation have  increased. Interested in understanding how inflation may affect you or what history shows us?  Learn more in the articles below.

Click here to watch Andrew Kern as he discusses Retirement Income, acknowledging some dangers that may exist to retirees and questions you should be asking as you plan your retirement.

Click here to watch our fifth video with Doug Clelan providing Three Key Takeaways related to  Medicare, a topic of interest even if you are not yet 65 years old.

Click here to watch our fourth video where Andrew Kern looks at College Education Planning and provides some information about the rising costs of college and what financial vehicles you may be interested in utilizing for the cost of your children or grandchildren's college education.

Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing. Investors should also consider whether the investor's or beneficiary's home state offers any state tax or other benefits available only from that state's 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investing in any state's 529 Plan.

Click here to watch our third video where Doug Clelan provides some information on Roth IRA Conversions. Interested in learning more?  Please see the articles below to help determine if this is something you may want to pursue.

Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal or earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 ½ or due to death, disability, or a first time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.

Click here to watch our second video where Andrew Kern provides some information on Donor-Advised Funds, along with three examples of when this investment vehicle may be something for our clients to consider. Interested in learning more?  Please select one of the articles below to read additional insight.

Generally, a donor advised fund is a separately identified fund or account that is maintained and operated by a section 501(c)(3) organization, which is called a sponsoring organization. Each account is composed of contributions made by individual donors. Once the donor makes the contribution, the organization has legal control over it. However, the donor, or the donor's representative, retains advisory privileges with respect to the distribution of funds and the investment of assets in the account. Donors take a tax deduction for all contributions at the time they are made, even though the money may not be dispersed to a charity until much later.

Click here to watch our first video where Doug Clelan shares some thoughts on how a Presidential Election may influence the actions you take related to your investments.  Interested in learning more?  Please select one of the articles below to read additional insight.

Click here for additional video resources


Clelan and Company can offer compelling seminars for your company or group.  Check out the list below and let us know if you are interested in hosting a seminar:




Below you'll find our latest e-Newsletter archives.  You can subscribe to our free monthly eNewsletter on our Contact Us page.

Third Quarter 2021

Second Quarter 2021

First Quarter 2021

Fourth Quarter 2020

Third Quarter 2020

Second Quarter 2020

First Quarter 2020

Fourth Quarter 2019


Click here for your complimentary copy of 21 Stats for Tracking your Financial Health

Enter your name and email to receive your Free copy of 21 Stats for Tracking your Financial Health




At Clelan and Company, we know firsthand the upswings and the downdrafts of career, business ownership, and family life.  Achieving balance is difficult. We also know that those shifting from the accumulation to the income and preservation stage of life want to minimize turbulence and experience clear sailing.  They want the freedom of mind to enjoy their passions.

Achieving such a state doesn’t just happen, but we know the flight path to help you get there.

We start with a personalized plan—nothing cookie cutter here.  And we communicate and connect with you in a meaningful way, knowing that you are the most important navigator of your own destiny.

Reaching your financial destination starts with a well designed plan, putting a smart team in place, and ensuring the vehicle to help get you there is fueled and ready.  All you should have to do is climb aboard.


Learn more about our process