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!
9 Facts About Social Security
There are things about Social Security that might surprise you.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
To choose a plan, it’s important to ask yourself four key questions.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
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.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Have you explored all your options when it comes to managing your taxable income?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women must be ready to spend, on average, more years in retirement than men.
There are hundreds of ETFs available. Should you invest in them?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.