Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When you’re married and have children, insurance needs will be different.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The market is as unpredictable as the weather. We’d love to help you prepare.
How does your ideal retirement differ from reality, and what can we do to better align the two?