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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

What If Your Kids Decide Against College?

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

 

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Federal Income Tax

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

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

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

A Bucket Plan to Go with Your Bucket List

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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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