Where Do You Want Your Financial Roadmap to Take You?
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Clipper Wealth Management, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.Contact Us
Why Work With Us?
We are committed to providing a high level of service that stands apart from the rest.
How Do We Work?
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
What kind of auto insurance should you have? Do you know?
Understanding how capital gains are taxed may help you refine your investment strategies.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A look inside the U.S. government's statistics on household net worth.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What is your plan for health care during retirement?