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.
Helpful Content
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
An Arm and a Leg
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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.