This article originally appeared in the Santa Barbara Independent online on January 19, 2008. To see the PDF of the article, click here. It’s All in the Allocation By Kevin Bourke Saturday, January 19, 2008 Dear Kevin, I’m a 65-year-old man who’s…
This article originally appeared in the Santa Barbara Independent online on January 3, 2008. To see the PDF of the article, click here. Which is Better, Roth or Regular? By Kevin Bourke Thursday, January 3, 2008 What is the difference between…
This article originally appeared in the Santa Barbara Independent online on March 16, 2009. To see the PDF of the article, click here. Creative Living Arrangements on the Rise By Kevin Bourke Monday, March 16, 2009 Is divorce in jeopardy?…
This article originally appeared in the Santa Barbara Independent online on July 7, 2009. To see the PDF of the article, click here. Strange Things Can Happen If You’re Not Careful By Kevin Bourke Tuesday, July 7, 2009 When Kari Kennedy’s…
This article originally appeared in the Santa Barbara Independent online on May 25, 2008. To see the PDF of the article, click here. Seeking a Win-Win Split By Kevin Bourke Sunday, May 25, 2008 Kevin, I’m beginning divorce proceedings. My goal…
This article originally appeared in the Santa Barbara Independent online on December 20, 2009. To see the PDF of the article, click here. How Much Will Heirs Pay If You Die in 2010? By Kevin Bourke Sunday, December 20, 2009 Bill…
This article originally appeared in the Santa Barbara Independent online. To see the PDF of the article, click here. Two Common, Potentially Devastating Mistakes Divorcing Persons Often Make By Kevin Bourke Children disinherited, bankruptcy, unforeseen tax liability and other financial…
This article originally appeared in the Santa Barbara Independent online on December 7, 2009. To see the PDF of the article, click here. Last Chance to Save Money in 2009 By Kevin Bourke Monday, December 7, 2009 Some people like roller…
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 a “Who’s Who in Banking and Finance.” Bourke Wealth Management…
This article originally appeared in the Santa Barbara Independent online on April 18, 2009. To see the PDF of the article, click here. Making Lemonade Out of Capital Losses By Kevin Bourke Saturday, April 18, 2009 Some people make small…
This article originally appeared in the Santa Barbara Independent online on March 22, 2008. To see the PDF of the article, click here. Carry-forwards, Credits, and Deductions, Oh My! By Kevin Bourke Saturday, March 22, 2008 Dear Kevin, I’m preparing my taxes…
This article originally appeared in the Santa Barbara Independent online on April 5, 2008. To see the PDF of the article, click here. Don’t Antagonize the IRS By Kevin Bourke Saturday, April 5, 2008 Dear Kevin, there are only days left…
This article originally appeared in the Santa Barbara Independent online on March 8, 2008. To see the PDF of the article, click here. One-Person Businesses Benefit from the Latest Thing in 401(k)s By Kevin Bourke Saturday, March 8, 2008 Dear Kevin, Tax…
This article originally appeared in the Santa Barbara Independent online on May 31, 2010. To see the PDF of the article, click here. Double-Check Before Sending Money By Kevin Bourke Monday, May 31, 2010 Fred held the phone close to his…
This article originally appeared in the Santa Barbara Independent online on February 24, 2009. To see the PDF of the article, click here. Love Money, Don’t Waste It By Kevin Bourke Tuesday, February 24, 2009 “People don’t like money.” This…
This article originally appeared in the Santa Barbara Independent online on January 21, 2009. To see the PDF of the article, click here. By Kevin Bourke Wednesday, January 21, 2009 Christian from Oakland asks what he should be doing today…
This article originally appeared in the Santa Barbara Independent online on September 8, 2008. To see the PDF of the article, click here. A Few Pointers from Financial Advice Columnist Kevin Bourke By Kevin Bourke Monday, September 8, 2008 Kevin,…
This article originally appeared in the Santa Barbara Independent online on August 20, 2008. To see the PDF of the article, click here. Financial Advice Columnist Kevin Bourke Has an Answer By Kevin Bourke Wednesday, August 20, 2008 Kevin, I…
This article originally appeared in the Santa Barbara Independent online on June 18, 2008. To see the PDF of the article, click here. Can Sustainable Investments Sustain You? By Kevin Bourke Wednesday, June 18, 2008 Kevin, with so much talk about…
No, really, I mean it. Are investors on drugs? Scientists say that the level of oxazepam, a drug commonly used to treat depression, is creeping up in our waterways. You see, when patients consume these drugs, the drugs themselves pass…