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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
This article provides a checklist of steps to take if you experience a data breach.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Important items to consider when purchasing condo insurance.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When should you take your Social Security benefit?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Preparing for the unexpected can make all the difference if your family relies on your income.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learn about cyber liability insurance in this entertaining video.