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Before the year ends, there are several things you should do to help make sure you are on track for a successful retirement.

Before the year ends, there are several things you should do to help make sure you are on track for a successful retirement. Contact us today at (805) 570-3765 to start your year-end checklist. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram!

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Nov 29, 2022

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The holiday season is in full swing, which means you’re probably wrapped up in spending more money than you need to.

The holiday season is in full swing, which means you’re probably wrapped up in spending more money than you need to. Here are a few helpful tips to save money during the holidays.

✔️ Set boundaries
✔️ Take Advantage of Holiday Deals
✔️ Give Your Time
✔️ Purchase Gifts as a Group

And, if you are looking for even more ways to save money for the future, contact us today at (805) 570-3765. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram!

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Nov 22, 2022

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During this Thanksgiving season, you can give back to others by making charitable giving a part of your estate plan,

During this Thanksgiving season, you can give back to others by making charitable giving a part of your estate plan, volunteering your time, and making positive changes in your community.

Don't have an estate plan in place? Contact us today at (805) 570-3765 for personal referrals to trusted attorneys.

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Nov 15, 2022

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Midterm elections obviously have an impact on our nation’s political climate, but have you ever wondered what impact they

Midterm elections obviously have an impact on our nation’s political climate, but have you ever wondered what impact they have on our economy? This year has already been a rollercoaster for the stock market as the longest-running bull market came to an end, leaving many concerned about what the future may hold.

While we can’t predict the future, we can learn a lot from history, which tells us to be optimistic in this case. Check out the following statistics:
• “U.S. stocks have consistently earned positive returns after previous midterms and delivered average annual returns of 18.6% compared to 10.6% in all other years.”1
• The stock market experienced positive returns in 12 out of the past 18 midterm election cycles.1
• “If we look out two years after previous midterm elections, the average return has been a blistering 33.7%.

While we wait to see the results of this election cycle, remember that we are here to answer your financial questions and help you prepare with a tailored financial strategy. Contact us today at (805) 570-3765. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram!

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Nov 8, 2022

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📢 Financial Friday - Cancelled for November - https:

📢 Financial Friday - Cancelled for November - https://mailchi.mp/gabeswan/financialfridaynovember

Nov 4, 2022

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If there’s one thing you can count on in the stock market is volatility, which is why accounting for market changes should

If there’s one thing you can count on in the stock market is volatility, which is why accounting for market changes should be a part of your financial strategy. Discover valuable tips for protecting your portfolio from added market risk by contacting us for a complimentary consultation!

Give us a call at (805) 570-3765. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram!

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Oct 28, 2022

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Do you have an estate plan in place?

Do you have an estate plan in place? As difficult as it can be, it’s important to plan ahead so you can help protect your loved ones and ensure your assets are distributed according to your wishes.

Don't know where to start? Contact us today at (805) 570-3765. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram!

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Oct 21, 2022

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I'm just leaving an event in Westlake. These Financial Forums have been rough, but having a better understanding of where the economy and markets are along with a forecast for the future is pivotal for long term success.

This event was hosted by First Trust, led by CEO Jim Bowen and Chief Economist Brian Wesbury. It's the third event of its kind that I've attended in the last two months with perspectives from leaders at JP Morgan, Capital Group and Franklin Templeton to name a few.

If any of you are interested in their perspectives on the markets and economy over the coming months, I strongly encourage you to attend a Financial Friday event at our office or via zoom, the next of which will be held on November 4th. Message for details!

Oct 20, 2022

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Running out of money in retirement is a top concern for many people.

Running out of money in retirement is a top concern for many people. The good news is there are many different options you have that can help you cover your expenses – a few being Social Security, defined contribution plans, and home equity. To learn more about income options in retirement, contact our office for a complimentary consultation.

Give us a call at (805) 570-3765. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram!

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Oct 14, 2022

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You don’t have to be afraid of taxes in retirement!

You don’t have to be afraid of taxes in retirement! With a solid tax plan, you can worry less about losing more of your savings than you have to.

Here are a few tips that could help you better prepare for taxes in retirement:

✔️ Consider Roth IRA conversions
✔️ Delay 401(k) withdrawals if you are still working
✔️ Explore charitable giving options
✔️ Consider making catch-up contributions
✔️ Don’t forget about the required minimum distributions

Don't know where to start? Contact us today at (805) 570-3765. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram!

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Oct 7, 2022

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