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  1. Home
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  3. March 2023

March 2023

Financial FAQs

Submitted by Wealthcare Partners of Santa Barbara on March 31st, 2023

Understanding how your savings can work for you is an important part of creating your financial future. If you’re curious about personal finance and want to learn more, here are some common questions we hear from new clients.

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Financial FAQs

Submitted by Wealthcare Partners of Santa Barbara on March 19th, 2023

Understanding how your savings can work for you is an important part of creating your financial future. If you’re curious about personal finance and want to learn more, here are some common questions we hear from new clients.

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What does "Wealth" Mean to You?

Submitted by Wealthcare Partners of Santa Barbara on March 19th, 2023

In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning.

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Creating an Investment Philosophy

Submitted by Wealthcare Partners of Santa Barbara on March 19th, 2023

You may have heard investors say that a clear investment philosophy is essential to pursuing long-term financial success. And while investment strategy is important, it’s nothing more than a manifestation of an investment philosophy. Strategies can evolve as life changes, but philosophies are the core beliefs, principles, and practices that guide your decision-making.

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5 Year-End Tax Planning Opportunities

Submitted by Wealthcare Partners of Santa Barbara on March 19th, 2023

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

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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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