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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
It's important to understand how inflation is reported and how it can affect investments.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A quick look at how federal income taxes work.
Knowing your options when a CD matures can help you make a sound investment decision.
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.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you explored all your options when it comes to managing your taxable income?
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.
How will you weather the ups and downs of the business cycle?
The decision whether to buy or rent a home may have long-term implications.
Roth IRAs are tax advantaged in a different way from traditional IRAs.