Sid Financial Services

I am an independent Certified Financial Planner helping clients to achieve their financial goals by located in San Mateo, CA.

I am an Investment Adviser Representative with NEXT Financial Group, Inc. 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 go

The Baltimore bridge disaster: what happened and who will pay? 04/03/2024

The Baltimore bridge disaster: what happened and who will pay? Collapse will cause economic damage and bring new focus on quality of US infrastructure.

The New Magic Number for Retirement Is $1.46 Million. Here’s What It Tells Us. 04/03/2024

The New Magic Number for Retirement Is $1.46 Million. Here’s What It Tells Us. The stock market gave 401(k)s a 19% boost last year. Inflation cooled. Still, lots of people feel no closer to hitting their magic number for retirement.

These Retirees Have a Good Problem. They Aren’t Spending Enough. 04/02/2024

These Retirees Have a Good Problem. They Aren’t Spending Enough. Many seniors, worried about market declines and uncertain healthcare costs, spend far less than they could, advisors say.

How Long Can This Bull Market Last? 03/29/2024

How Long Can This Bull Market Last? The William O’Neil companies closely study market history to derive and constantly update our investment methodology.

Break The Cycle: How Your Beliefs Can Block Or Unlock Financial Success 03/29/2024

Break The Cycle: How Your Beliefs Can Block Or Unlock Financial Success False underlying beliefs can create a cycle of self-fulfilling failures, while correct beliefs can fuel our success, both personally and financially.

When To Use Roth Or Pretax Retirement Accounts 03/28/2024

When To Use Roth Or Pretax Retirement Accounts This is a discussion of Roth and pretax retirement savings, the impact of taxes, and when each may be appropriate.

They Chose to Take a Pay Cut—and Say They’re Happier 03/28/2024

They Chose to Take a Pay Cut—and Say They’re Happier Switching to a job with a lower salary often means trimming your expenses, but it can come with a raise in free time and work-life balance.

The Fed’s Conundrum: Interest Rates Are Both Too High—and Too Low 03/27/2024

The Fed’s Conundrum: Interest Rates Are Both Too High—and Too Low Short-term rates are sharply higher. Long-term rates are steadier. What’s a central bank to do?

5 Ways to Cut Your Taxes on Income Investments 03/27/2024

5 Ways to Cut Your Taxes on Income Investments Tax day is almost here, and, thanks to higher interest rates, many investors are finding they earned a lot more income from their portfolios in 2023—and now they owe the government a piece of it.

Why China’s Middle Class Is Losing Its Confidence 03/26/2024

Why China’s Middle Class Is Losing Its Confidence For years, China’s new generation of middle class were able to take a booming economy for granted. Their increasing nervousness could be a major problem for Beijing.

4 Ways to Lock In Yields Above 5% 03/24/2024

4 Ways to Lock In Yields Above 5% With the Fed likely to start cutting interest rates this year, now is the time to act to preserve today’s higher income.

To Get Ahead of Diseases, It May Help to Find Your Organ Age 03/24/2024

To Get Ahead of Diseases, It May Help to Find Your Organ Age Measuring organ age is the latest frontier in the world of biological age and could be used to ward off future diseases.

It’s Hard on the Only Child When Mom and Dad Need Care 03/23/2024

It’s Hard on the Only Child When Mom and Dad Need Care Only children are becoming more common. They can face a heavy load when parents get older.

5 Reasons March Madness Is Just Like Investing 03/23/2024

5 Reasons March Madness Is Just Like Investing The process of filling out a March Madness bracket is like investing because it balances expertise, risk, reward, and future expectations.

America has a 'trapped in place' economy 03/23/2024

America has a 'trapped in place' economy The economy is actually doing great — unless you want to make a change in your life.

Forget supplements — 3 daily habits have a much bigger impact on extending your lifespan 03/22/2024

Forget supplements — 3 daily habits have a much bigger impact on extending your lifespan Experts are currently studying which supplements might improve human longevity. For now, they recommend challenging your muscles regularly and eating strategically to live longer. Getting enough good sleep is also critical for healthy aging and repair.

These Professionals Aren’t Retired, They Just Have Zero to Prove 03/22/2024

These Professionals Aren’t Retired, They Just Have Zero to Prove Numb to raises and promotions, some people chase different kinds of success

15 Weird and Wonderful Side Hustles You Never Knew Existed 03/21/2024

15 Weird and Wonderful Side Hustles You Never Knew Existed Turns out there are all kinds of wacky ways to make extra cash. We found 15 people bringing in thousands of dollars on unexpected ventures, and they're happy to share the wealth.

Redesigning Retirement 03/21/2024

Redesigning Retirement If it’s unsettling news that so many Boomers are reaching the traditional retirement age, the corresponding good news is that many of them are looking for ways to spend their time meaningfully and productively, including by continuing to work after “retiring” from their regular jobs.

The New Retirement Dream Is Phased In Gradually and Includes ‘Work for Pleasure' 03/20/2024

The New Retirement Dream Is Phased In Gradually and Includes ‘Work for Pleasure' A new survey finds that the experience of the pandemic has altered Americans’ views on what retirement will look like, with many anticipating a gradual exit from the workforce rather than a hard stop.

Bull Market Guide: The Different Phases And How To Invest During One 03/20/2024

Bull Market Guide: The Different Phases And How To Invest During One You've seen the headlines: Investing pundits say a new bull market is here. Read on to learn what a bull market is and how you can safely maximize your returns when stocks are on the rise.

More Americans Are Treating Their 401(k)s Like Cash Machines 03/17/2024

More Americans Are Treating Their 401(k)s Like Cash Machines Automatic enrollment has swept more workers into 401(k) accounts, giving them some savings to draw on in emergencies.

The Essential Tax Guide For Last Minute Filers 03/17/2024

The Essential Tax Guide For Last Minute Filers Forbes 2024 tax guide provides tips on tax filing, tax rates, tax deadlines and extensions, crypto taxes, the child tax credit, tax refunds and more.

Americans have never been more concerned about their finances. But that doesn’t mean they plan to cut back 03/17/2024

Americans have never been more concerned about their finances. But that doesn’t mean they plan to cut back Inflation, high interest rates, a rocky job market, and the COVID-19 pandemic—they all have American adults feeling more anxious about money, with more people saying they're the least secure about their finances in over a decade. But those same individuals also said they're still planning to spend...

Doctors Can Now Edit the Genes Inside Your Body 03/16/2024

Doctors Can Now Edit the Genes Inside Your Body It sounds like science fiction, but dozens of people have undergone gene editing for cardiovascular disease and other conditions.

AI is Coming! Tips for Staying Calm and Carrying On 03/16/2024

AI is Coming! Tips for Staying Calm and Carrying On Will the advances of artificial intelligence bring doom or bliss? Maybe both? Some suggestions for braving the coming revolution.

In Flying And In Finance, Put Your Mask On First 03/16/2024

In Flying And In Finance, Put Your Mask On First When it comes to your finances, take advice from pre-flight instructions and put your own mask on first - prioritize your retirement.

Planning for Long-Term Care Is a Challenge. 3 Things to Consider. 03/15/2024

Planning for Long-Term Care Is a Challenge. 3 Things to Consider. Long-term care is one of the biggest challenges in retirement planning. The costs can be enormous, the solutions limited, and the discussions hard to stomach. However, an estimated 70% of older adults will eventually need some long-term care.

Here’s Which Vehicles Kelley Blue Book Predicts Will Have The Best Resale Values 03/15/2024

Here’s Which Vehicles Kelley Blue Book Predicts Will Have The Best Resale Values Like any investment, it pays to consider a new car or truck’s long-term rate of return.

Meet the typical retiree: A married woman in her 70s living on $30,000 a year in Maine or Florida 03/14/2024

Meet the typical retiree: A married woman in her 70s living on $30,000 a year in Maine or Florida The majority of America's retirees are married, female, and have just a high school diploma. Retirees in the US have an average income of around $35,000. Florida, New Hampshire, and Maine's populations all have a big share of retirees.

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1700 South Amphlett Boulevard 218
San Mateo, CA
94402

Opening Hours

Monday 9am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

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Afoa Insurance Afoa Insurance
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We are a women owned, family run business w/ over 35 years of experience in the insurance industry