Welcome and thank you for visiting the Wagner Financial website!
Led by Stephen H. Wagner CFP®, who has been assisting clients with their financial needs in Ventura County since 1979, we have the experience and knowledge to help 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!
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How to Make the Tax Code Work for You
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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Ascertaining the value of your business is important for a variety of reasons.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There are nearly 1,200 ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.