Welcome to the Wagner Financial online resource
Led by Stephen H. Wagner CFP®, who has been assisting clients with their financial needs in Ventura County since 1979, we have an experienced and knowledgable team to assist businesses and families to have full financial confidence.
401k/Profit Sharing Assistance
Workshops and Education Seminars for your Group or Association
In addition to providing personalized financial strategies as well as world class one-on-one service, we provide our clients with access to informative financial content and useful tools which enable them to feel more confident about their financial stance now and in the future.
So please, take the time to browse the various articles, videos, and financial calculators that can aid you in understanding the sometimes confusing and turbulent economic times in which we live. When you’re ready, give our office a call to arrange a time to meet and personally review your financial and investment goals. Again, on behalf of all of us at Wagner Financial, thank you for giving us some of your time!
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Regardless of how you approach retirement, there are some things about it that might surprise you.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
For many, retirement includes contributing their time and talents to an organization in need.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
When do you need a will? The answer is easy: right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.