Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Anacapa Financial, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
Helpful Content
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Rightsizing for Retirement
What does your home really cost?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.