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
Saving for College 101
Here's a crash course on saving for college.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?