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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
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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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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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?