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!
Around the country, attitudes about retirement are shifting.
Building Your Legacy
A four-step framework for building a personal legacy.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Apps that help small business owners better manage and grow their business.
It's important to understand the pros and cons when considering a prepaid debit card.
Here are six flags that may make your tax return prime for an IRS audit.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What does your home really cost?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.