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.
Helpful Content
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.