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!
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
It sounds simple, but paying yourself first can really pay off.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
However exciting retiring abroad may sound, it deserves considerable planning.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
When considering life insurance, it's important to understand your options.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The market is as unpredictable as the weather. We’d love to help you prepare.
Taking your Social Security benefits at the right time may help maximize your benefit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.