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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The uncertainties we face in retirement can erode our sense of confidence.
It's important to understand the pros and cons when considering a prepaid debit card.
What does the Tax Reform and Jobs Act mean for you?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Smart investors take the time to separate emotion from fact.
Making the most of surprises is a great reason to work with us.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.