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
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Surprises
Making the most of surprises is a great reason to work with us.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.