Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Anacapa Financial, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Five phases to changing unhealthy behaviors.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Learn a little about worldwide currency in this fun infographic
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The market is as unpredictable as the weather. We’d love to help you prepare.
Investors seeking world investments can choose between global and international funds. What's the difference?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.