CarriageGate Wealth Management

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA ( / SIPC (

[CarriageGate Wealth Management @JeffClark_CGWM]

We are a veteran-owned firm, and our financial advisor is proud to serve Trinity and Tampa with financial services including wealth management, investment management, retirement planning, estate planning, tax planning, and insurance review for businesses and individuals.

[CarriageGate Wealth Management @JeffClark_CGWM]

The Social Security Administration has announced its cost-of-living adjustment (COLA) for 2027. https://t.co/NvMbiO6WLi

[CarriageGate Wealth Management @JeffClark_CGWM]

A sell-off in U.S. Treasury bonds has pushed longer-term yields sharply higher. Here's why. https://t.co/V4imoiWTDk

[CarriageGate Wealth Management @JeffClark_CGWM]

The Plan Sponsor Council of America marks the 30th anniversary of 401(k) Day. https://t.co/35fTxmDXSb

[CarriageGate Wealth Management @JeffClark_CGWM]

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[CarriageGate Wealth Management @JeffClark_CGWM]

The IRS has announced increased standard mileage rates for the second half of 2026. https://t.co/2CkUVUkm9K

[CarriageGate Wealth Management @JeffClark_CGWM]

Quick reality check: Beating the market isn’t how most build wealth. This article highlights average investor underperformance that is caused by bad behavior. Great advisors can help close the gap by keeping you focused on your plan https://t.co/DNLG8IXgVV

[CarriageGate Wealth Management @JeffClark_CGWM]

A report from the National Institute on Retirement Security (NIRS) highlights that fewer than 10% of private-sector workers are now covered by a traditional pension plan leaving 90% of workers directly responsible for building their https://t.co/DK5e0sHtZQ

[CarriageGate Wealth Management @JeffClark_CGWM]

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[CarriageGate Wealth Management @JeffClark_CGWM]

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[CarriageGate Wealth Management @JeffClark_CGWM]

How much can you spend in retirement? The answer will be a function of your fixed income sources, whether you'll work in retirement and the size of your nest egg. This article offers an interesting perspective on average retirement https://t.co/Z5XLA7e9wi

[CarriageGate Wealth Management @JeffClark_CGWM]

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[CarriageGate Wealth Management @JeffClark_CGWM]

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[CarriageGate Wealth Management @JeffClark_CGWM]

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[CarriageGate Wealth Management @JeffClark_CGWM]

"Go Go", "Slow Go" and "No Go" ... "Frailty". Does your financial plan contemplate these often distinct phases of life? Reach out to us if you'd like to revisit or refine your plans. https://t.co/qsxlfknU4b

[CarriageGate Wealth Management @JeffClark_CGWM]

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[CarriageGate Wealth Management @JeffClark_CGWM]

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[CarriageGate Wealth Management @JeffClark_CGWM]

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[CarriageGate Wealth Management @JeffClark_CGWM]

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[CarriageGate Wealth Management @JeffClark_CGWM]

Here are some exceptions to the usual 10% penalty to early withdrawal from your 401(k), so if you need money in an emergency, consider this as an option. If you have questions, please reach out.

[CarriageGate Wealth Management @JeffClark_CGWM]

Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High: https://t.co/uDvVTtWwBR #Trinity #Tampa #Odessa #LandOLakes #Lutz #FinancialAdvisor #MarketUpdate