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Santa Barbara Coastal Advisors - Santa Barbara, California

 
WHAT IS THE #1 CONCERN ABOUT RETIREMENT? Long Term Care for Life OUR TEAM APPROACH UNDERSTANDING YOUR GOALS

Understanding Today's Financial Environment

Our Firm services California professors, teachers, and their loved ones in making the best of their personal financial future. Our commitment to you is to stand by you while helping you reach your individual goals, fiscally and otherwise.

Here at Santa Barbara Coastal Advisors, we are dedicated to solving the issues that educators face while financially preparing for today, tomorrow, and many years to come. We look forward to working with you through all stages of your life. Take some time to check out the resources on our site, We think you will find them very informative!

Helpful Content

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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