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!
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retirement choices can be intimidating. Picking the right strategy.
Take the guesswork out of your IEP or SEP with this helpful article.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The federal government requires deceased individuals to file a final income tax return.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
A bucket plan can help you be better prepared for a comfortable retirement.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
For women, retirement strategy is a long race. It’s helpful to know the route.