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 Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A change in your mindset during retirement may drive changes to your portfolio.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
As our nation ages, many Americans are turning their attention to caring for aging parents.
Couples may be able to head off many of the problems in a marriage that money can cause.
However exciting retiring abroad may sound, it deserves considerable planning.
A letter of instructions provides additional and more personal information regarding your estate.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Are you ready for retirement? Here are five words you should consider.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
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.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Three things to consider before dipping into retirement savings to pay for college.