Nasser Ahmad, Certified Financial Planner

Nasser Ahmad, Certified Financial Planner Welcome to a New Experience

Consider preparing for 30 years in retirement. Are your assets ready?
09/06/2023

Consider preparing for 30 years in retirement. Are your assets ready?

Estimate your monthly and annual income from various IRA types.

Health-care coverage (including Medicare) typically does not cover extended medical care.
09/01/2023

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Thinking of volunteering in retirement? Some considerations.
08/30/2023

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
08/28/2023

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Sector investing may present an opportunity — if you do your homework.
08/25/2023

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
08/23/2023

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

Whether you realize it or not, you’ve allocated your assets.
08/21/2023

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequence to their future financial security.

Compare your taxable investment to a tax-deferred one. The results may surprise you.
08/18/2023

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
08/16/2023

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
08/14/2023

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
08/11/2023

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Take an inside look into Simplified Employee Pension plans.
08/09/2023

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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320 10th Street, Suite 304
Santa Rosa, CA
95401

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