Your Financial Future
Do you feel confident about your future? The economic environment today presents many challenges. We believe that with these challenges also come opportunities, as well as potential rewards, for those who successfully navigate the complex world of personal finance.
The team at Sonoma County Wealth Advisors is dedicated to helping secure your lifelong financial well-being. Whether you are looking to better understand investments, manage risk, pay for college or plan for your own retirement- we are here to help you with your most pressing money questions. When you are comfortable that your financial world is in order, you will be free to fully enjoy life on your terms.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about investment concepts or products. We’ll get back to you promptly with a thoughtful answer.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to make sure your retirement strategy anticipates health-care expenses.
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.
Simple steps may help you foil hackers and protect your privacy.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What is your plan for health care during retirement?
In life it often happens that the answers to our most pressing questions are right in our own backyards.