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!
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here are six flags that may make your tax return prime for an IRS audit.
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
To choose a plan, it’s important to ask yourself four key questions.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
For women, retirement strategy is a long race. It’s helpful to know the route.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.