Skip to main content
menu
  • About
  • Services
  • Meet Your Advisor
  • Resources
  • Blog
  • Client Login
  • Contact
  • Riskalyze
  • We Plan... You Dream

    Start Today

Blog

Focused young woman shopping online on her laptop
Jeff Cleckner | Dec 12, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Jeff Cleckner | Dec 5, 2023

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Read More
A couple working in their kitchen together
Jeff Cleckner | Nov 28, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
Man reading newspaper next to laptop and phone
Jeff Cleckner | Nov 21, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
Read More
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Jeff Cleckner | Nov 14, 2023

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
Hand holding a large bundle of balloons
Jeff Cleckner | Nov 7, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Couple walking in a field with the ocean in the background
Jeff Cleckner | Oct 31, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Hand holding a page with several charts on it
Jeff Cleckner | Oct 24, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
Set of keys beside miniature house
Jeff Cleckner | Oct 17, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Jeff Cleckner | Oct 10, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
Business page of a newspaper
Jeff Cleckner | Oct 3, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
A black and white image of a couple laughing
Jeff Cleckner | Sep 26, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Current page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

Office

6375 W US Highway 52
New Palestine IN 46163

 

BrokerCheck

Contact Info

317-340-0820
jeff.cleckner@lpl.com

 

Get in Touch

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

© 2025 Optim Wealth Strategies All rights reserved.