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 Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This early financial decision could prove helpful over time.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Learn about the risks of not having health insurance in this informative article.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
All about how missing the best market days (or the worst!) might affect your portfolio.
How will you weather the ups and downs of the business cycle?
An amusing and whimsical look at behavioral finance best practices for investors.
Do you have causes that you want to support with donations?
What are your options for investing in emerging markets?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.