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!
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Even the most seasoned investors have biases affecting their financial choices.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Retirees traveling abroad need to know that their health insurance travels with them.
What role would taxes play in your investment decisions?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Here are five facts about Social Security that might surprise you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Bucket lists don’t have to be for tomorrow.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Even low inflation rates can pose a threat to investment returns.
All about how missing the best market days (or the worst!) might affect your portfolio.