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!
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The S&P 500 represents 80% of the value of the U.S. equity market, it may be worth understanding.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
When do you need a will? The answer is easy: right now.
If you died, what would happen to your email archives, social profiles and online accounts?
Three things to consider before dipping into retirement savings to pay for college.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations? Here are three tips.