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.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
However exciting retiring abroad may sound, it deserves considerable planning.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here are 4 great, and sometimes unexpected, places to raise a family.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Simple steps may help you foil hackers and protect your privacy.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When should you take your Social Security benefit?
The market is as unpredictable as the weather. We’d love to help you prepare.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are hundreds of ETFs available. Should you invest in them?
Around the country, attitudes about retirement are shifting.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.