Kalvin Sid, CFP®, MBA
I am an Investment Adviser Representative with NEXT Financial Group, Inc. located in San Mateo, CA. I help my clients clarify their financial goals, and determine realistic plans to achieve their goals. I develop comprehensive personal financial plans that include retirement funding, minimizing taxes, and protection from catastrophic losses. I collaborate with my clients select investments that are compatible with their goals, needs, and attitudes toward risk.
I am an independent investment adviser representative with no investment product quotas to meet. My mission is to provide powerful and thoughtful solutions to the financial concerns and challenges that affect my clients, their families, and their businesses. Feel free to call us for a no-obligation consultation to see if we would be a good fit for your needs. At Sid Financial Services we manage your money so you can manage your life!
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
An increasing number have been developed to help individuals with their personal finances.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Understanding the economy's cycles can help put current business conditions in better perspective.
It may help your business be better prepared in the event of the death of a principal or key employee.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.