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.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
There are things about Social Security that might surprise you.
Here are six flags that may make your tax return prime for an IRS audit.
How to help determine life insurance needs to provide for your family after you pass away.
Five phases to changing unhealthy behaviors.
Tips on insuring your teen driver.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
What if instead of buying that vacation home, you invested the money?
Here are five facts about Social Security that might surprise you.
For women, retirement strategy is a long race. It’s helpful to know the route.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
All about how missing the best market days (or the worst!) might affect your portfolio.