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Experienced Financial Planning and Wealth Management
At Euvino Barbara Private Wealth Management, our core belief is that, when working in an advisory relationship, we serve in a fiduciary capacity for our clients. What that means is that we put your interests ahead of the firm's when developing strategies and recommendations for your personalized plan. Our group has been in the financial services business for over 25 years and has experienced a wide variety of market conditions. Our knowledge allows us to guide clients through turbulent times and remain focused on their long-term financial plan. We are proud to work with multiple generations of loyal clients who rely on our team for objective advice and unbiased recommendations. We understand that each client has their own goals, risk tolerances and life circumstances. For that reason, our investment philosophy centers around the construction of a suitable, diversified portfolio that addresses each clients' specific needs. In addition, we offer an exceptional level of personalized client service that is responsive and delivered with integrity. We encourage you to explore our website and learn more about some of the many services we provide.Contact Us
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
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Estimate the total cost in today's dollars of various mortgage alternatives.
Social Security: The Elephant in the Room
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A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are common mistakes you can avoid when saving for retirement.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
With alternative investments, it’s critical to sort through the complexity.
Even low inflation rates can pose a threat to investment returns.
Check out this video to begin separating fact from fiction.
Do you know how to set up your financial goals for success? This knight does.
Here’s a crash course on saving for college.
Explaining the SECURE Act and how the changes affect your retirement strategy.