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.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
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?”
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Five creative (and inexpensive) ideas for motivating your employees.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The decision whether to buy or rent a home may have long-term implications.
For women, retirement strategy is a long race. It’s helpful to know the route.
It’s never a bad time to speak with your financial professional about changes in your situation.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Around the country, attitudes about retirement are shifting.