Wagner Financial Team

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.

  • Investment Management

  • Retirement Planning

  • 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! 

 

Helpful Content

Do You Owe The AMT?

Do You Owe The AMT?

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.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

U.S. Personal Savings Rate

What can be learned from the savings rate?

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Life and Death of a $20 Bill

How long does a $20 bill last?

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Comparing Mortgage Terms

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

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Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

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Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Suddenly Single: Three Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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