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!
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
The goal for most, when planning for retirement, is to ensure financial independence and never run out of money.
Discover your financial planning sign.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
In her virtual manifesto on the spending fast, “My Year of No Shopping,” author Ann Patchett discovered that, “The unspoken question of shopping is ‘What do I need?’ What I needed was less.”
Learn how you can create a balance between growth and stability with whole life insurance.
Being healthy not only makes you feel good, it may also help you financially.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
For women, retirement strategy is a long race. It’s helpful to know the route.
Have you explored all your options when it comes to managing your taxable income?
What if instead of buying that vacation home, you invested the money?
Learn how to harness the power of compound interest for your investments.
It's easy to let investments accumulate like old receipts in a junk drawer.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.