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
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.