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!
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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
One way to find money is to examine your current spending habits and eliminate money wasters.
Taking regular, periodic withdrawals during retirement can be quite problematic.
There are ways to improve your physical fitness without denting your fiscal fitness.
It's important to understand how inflation is reported and how it can affect investments.
Simple steps may help you foil hackers and protect your privacy.
Here are five facts about Social Security that are important to keep in mind.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all of your choices when it comes to managing your taxable income?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A bucket plan can help you be better prepared for a comfortable retirement.
There are things you can do to keep yourself safe when you lose your wallet.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.