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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How Income Taxes Work
A quick look at how federal income taxes work.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Here are five facts about Social Security that are important to keep in mind.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What is your plan for health care during retirement?
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how to set up your financial goals for success? This knight does.