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.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
It's important to insure the life of a stay-at-home parent to protect the value they bring to the family.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Remember that family reunion you wanted to forget?
No one knows when the next recession will hit, but there are things you can do to prepare for it
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Savvy investors take the time to separate emotion from fact.
What does your home really cost?
Here’s a crash course on saving for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.