Clark Street Financial

Clark Street Financial Professionals at Clark Street Financial offer over 70 years of experience in helping clients achieve their estate and retirement planning goals.

Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals. To enhance the wealth-planning process, Tim strives to establish a comfortable environment that enables clients to explore all the possibilities available to them. In maximizing your accumulated wealth, you can rely on two key advantages of Clark Street Financial:

-the attentiveness of a boutique firm, and

-the depth and resources of a multinational financial services firm. Clark Street Financial is independently owned and operated, freeing our team of specialized professionals to offer a comprehensive approach to financial planning that always places your interests first. Our values-based approach to serving business owners and high net worth families and individuals emphasizes listening to you, clearly understanding what you want to accomplish, and then creating comprehensive solutions that support your life goals. I am licensed to sell Insurance Products in the following states: AZ, CO, IL, TN, WI
Securities offered through Triad Advisors Member FINRA/SIPC; Advisory Services offered through Continuum Advisory, LLC. Continuum Advisory, LLC is not affiliated with Triad Advisors. www.clarkstreetfinancial.com
www.finra.org
www.sipc.org

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
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Five creative (and inexpensive) ideas for motivating your employees.

How long will your retirement money last with regular withdrawals? Have you run the numbers?
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How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

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Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

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12/05/2025

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.

Monthly Market Insights | December 2025 U.S. Markets Stocks were mixed in November as a late-month rally almost clawed back losses from earlier in the month. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite declined 1.51 percent. The Dow Jones Industrial Average edged ...

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
12/05/2025

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Surprises crop up every day, and they’re a great reason to work with us.
12/02/2025

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

Secrets of the Temple: How the Federal Reserve works.
11/28/2025

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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11/21/2025

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Childhood attitudes and habits can determine your child's health in his or her adult years.
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Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
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Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

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Phoenix, AZ
85020

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Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals. To enhance the wealth-planning process, Tim strives to establish a comfortable environment that enables clients to explore all the possibilities available to them. In maximizing your accumulated wealth, you can rely on two key advantages of Clark Street Financial: -the attentiveness of a boutique firm, and -the depth and resources of a multinational financial services firm. Clark Street Financial is independently owned and operated, freeing our team of specialized professionals to offer a comprehensive approach to financial planning that always places your interests first. Our values-based approach to serving business owners and high net worth families and individuals emphasizes listening to you, clearly understanding what you want to accomplish, and then creating comprehensive solutions that support your life goals. I am licensed to sell Insurance Products in the following states: AZ, CO, IL, TN, WI Securities offered through Triad Advisors Member FINRA/SIPC; Advisory Services offered through Continuum Advisory, LLC. Continuum Advisory, LLC and Clark Street Financial, LLC are not affiliated with Triad Advisors. www.clarkstreetfinancial.com www.finra.org www.sipc.org