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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

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

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

 

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

The History of Retirement

Do you know where the idea of “retirement” comes from?

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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5 Smart Investing Principles

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

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

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Surprises

Making the most of surprises is a great reason to work with us.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Suddenly Single: 3 Steps to Take Now

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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