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
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Buying a Home
A look at what you need to think about when buying a home.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.