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555 University Avenue
Suite 240
Sacramento, CA 95825

Nick Clevenger

916-974-6996

 
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Retirement Planning for Business Owners

In today’s busy world, it’s easy to lose sight of what is truly important in our lives.

Fortunately, Sacramento-area business owners can turn to Nick Clevenger to gain a “big picture” perspective. With more than 30 years of retirement and financial planning experience, Nick can give you an unobstructed view of your life goals, and strategies to try to accomplish them.

Helpful Content

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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