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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
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.