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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
For homeowners who think their property taxes are too high, there are ways to appeal.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here are 4 great, and sometimes unexpected, places to raise a family.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Women must be ready to spend, on average, more years in retirement than men.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
With alternative investments, it’s critical to sort through the complexity.