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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

Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

 

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Federal Income Tax

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

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Surprises

Making the most of surprises is a great reason to work with us.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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