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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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The uncertainties we face in retirement can erode our sense of confidence.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
This worksheet can help you estimate the costs of a four-year college program.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.