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Tailored to You Your Single Source Simplifying the Complex Your Financial Partners
 

Wealth
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Investment Management

 

Retirement Strategies

 

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Your Single Source

Welcome to Wealth Advisors Inc. an independent financial management firm in Rancho Santa Fe, California. We understand that individuals face unique challenges as their money grows. Life doesn’t get simpler; it becomes more complex. We can help solve the mystery of planning for today and tomorrow. Whether your goal is preparing for retirement, or dealing with complex business, estate and tax planning, our personalized and comprehensive services focus on your specific financial goals and objectives. Our professionals have over 30 years of wealth management and financial service experience. We can help you address all of your needs of today and for many years to come. We look forward to working with you through all stages of your life and hope to be your single financial source.

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Helpful Content

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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