Broker Check

815 University Avenue
Sacramento, CA 95825

Nick Clevenger

916-974-6996

 
Your DNA Test Your DNA Test To Buy or Not to Buy To Buy or Not to Buy Rightsizing for Retirement Rightsizing for Retirement

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

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

What Is My Net Worth?

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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