The Pacific Coast Business Times is a business oriented newspaper that covers three counties, Ventura, Santa Barbara and San Luis Obispo. Each year, the Pacific Coast Business Times prints “Who’s Who in Banking and Finance.” Bourke Wealth Management is proud…
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In partnership with Santa Barbara Foundation, Bourke Wealth Management has created a scholarship for students who want to be financial planners. Here is what the Scholarship Foundation had to say about it. A New Addition: Bourke Wealth Management Scholarship One…
Santa Barbara, California – February 23, 2016 – Kevin Bourke, an independent financial advisor affiliated with LPL Financial at Bourke Wealth Management in Santa Barbara, California, announced today that he was recognized as a top financial advisor and named to…
Bourke Wealth Management is proud to announce that for the third consecutive year, Kevin Bourke, the founder, was listed as one of the ‘Who’s Who’ in the June 5, 2015 issue of the Pacific Coast Business Times. The Pacific Coast…
How much retirement income is enough? In this video, Marlena Lee, PhD, explains that the answer should be customized based on each individual’s lifestyle and income prior to retirement.
Several friends of mine camp, boat and waterski regularly at a nearby lake and invited me to accompany them one weekend not too long ago. They all have large, fancy recreational vehicles (RVs) that cost from tens to hundreds of…
Originally Published April 22, 2014 Now that tax day has arrived and 2013 tax returns have been filed, we can assess the impact of the fiscal cliff. Remember the fiscal cliff: the deal in Washington that raised taxes and…
Originally Published March 24, 2014 As this wonderful season approaches (and hopefully brings milder weather), we believe the stage is set for renewed growth in the U.S. economy. The seeds of growth in the economy have taken root underneath…
Originally Published February 3, 2014 “An investment in knowledge pays the best interest.” -Benjamin Franklin Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” -Paul…
Originally Published February 11, 2014 Fear of impending emerging market woes, the Federal Reserve reducing their quantitative easing, mediocre earnings, and devastatingly cold weather back east are all contributing to the current volatility in the market. After a significant…
As this humorous, 32 second video demonstrates, there are no requirements to call yourself a financial planner. There is no testing, no licensing, no registration and no regulation. In contrast, the CERTIFIED FINANCIAL PLANNER™ certification requires years of experience, training in…
Imagine you could make a transformative donation to a non-profit of your choice, increase your income and leave more for your heirs, all while giving less to the Internal Revenue Service. Would you do it? You Can! Thankfully, tax law encourages giving…
This video features Kevin discussing the importance of organizing your financial records and determining which documents are keepers and for just how long. In fact, we find this process so important to one’s financial well-being that we dedicate the final…
This video covers what tends to be a darker area of one’s financial well-being: scams. Having been in the financial industry for over 25 years, Kevin discusses some common manifestations of financial scams as well as some key methods to…
This video covers a topic that hits close to home at Bourke Wealth Management and with our clients: retirement spending. With the evolving challenges of funding 20 to 30 years of retirement, it is essential to understand and plan out…
The New Year’s New Tax With another year in the books we can look back at what we hope for you was a terrific 2013. We survived a Government shutdown, Wall Street hit new highs, the United States’ automotive industry…
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