Broker Check

1000 Town Center Drive
Suite 200
Oxnard, CA 93036

Clear solutions for complex financial lives.

(805) 644-0697

 
A Fruitful Retirement: Social Security Benefit A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup It May Be Time for a Financial Checkup From Boats to Brokers From Boats to Brokers Jane Bond: Scaling the Ladder Jane Bond: Scaling the Ladder

Special Update: Carey & Hanna | Tax & Wealth Planners would like to express our appreciation to those who voted in The Ventura County Star's 2017 Winner's and Favorite's edition. Once again, we are a Ventura County Star Reader's Choice Winner! We will continue our legacy of quality, reliability, and convenience. Thank you to our Ventura family and friends!


     

Helpful Content

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The New Red Scare: Chinese Ownership of U.S. Debt

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

View all articles arrow

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

View all videos arrow