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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Six overlooked tax deductions to help manage your tax bill.
Learn when it may not make sense to file a claim on your home insurance.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?
You’ve made investments your whole life. Work with us to help make the most of them.
Making the most of surprises is a great reason to work with us.