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  1. Home
  2. Archived Blog
  3. April 2017

April 2017

6 Easy Organization Tips to Take Time off of Taxes

Submitted by Wealthcare Partners of Santa Barbara on April 24th, 2017

As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It should be no surprise when tax season surely and steadily rolls around again, yet every year there are plenty of individuals who file for a tax extension (in 2014 there were approximately 12 million Americans who did so).

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Finance Lessons for Your Teen

Submitted by Wealthcare Partners of Santa Barbara on April 24th, 2017

The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill the right habits in your teens that can carry them into adulthood on the right financial footing.

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WOMEN AND RETIREMENT: Which Type of IRA is Right For You?

Submitted by Wealthcare Partners of Santa Barbara on April 12th, 2017

 

Tags:
  • divorce
  • retirement
  • Roth IRA
  • savings
  • women
  • women in retirement
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Janet Barr is a LPL Registered Principal with and securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners dba Collaborative Financial Solutions, LLC a registered investment advisor.

Collaborative Financial Solutions and Wealthcare Advisory Partners are separate entities from LPL Financial. The LPL registered representatives from

Collaborative Financial Solutions, may only discuss securities or transact business with persons who are residents of AZ, CA, MO, MT, OH, OR, PA, TX, VA, and WA.

Janet Barr | domiciled in the state of California | Principal Place of Business is: 5266 Hollister AVE STE 325, Santa Barbara, CA 93111-3047 | CA Insurance Lic# 0B33145.

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