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
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
U.S. Personal Savings Rate
What can be learned from the savings rate?
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retirement Redefined
Around the country, attitudes about retirement are shifting.