Kalvin Sid

650-378-8588

1670 S. Amphlett Blvd. STE 214
San Mateo, CA 94402

The Cycle of Investing Do You Feel Lucky? Events on Wall Street Perception vs. Reality

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!

 

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Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

To Catch a Thief

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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

The Business Cycle

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Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Systematic Withdrawals in Retirement - Clear and Wrong?

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Estimate how much you have the potential to earn during your working years.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Protecting Those Who Matter Most

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Using smart management to get more of what you want and free up assets to invest.

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Learn more about taxes, tax-favored investing, and tax strategies.

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Long-Term-Care Protection Strategies

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A Bucket Plan to Go with Your Bucket List

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If you died, what would happen to your email archives, social profiles and online accounts?

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Have you explored all of your choices when it comes to managing your taxable income?

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