This question was waiting for me when I opened my email this morning, July 6, 2020 and it’s a good question. It’s such a good question that I’ve been asked…
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“This time is different” – John Templeton, one of the most respected investors in history. He wrote those words in his 1933 classic, “16 rules for Investment Success.” Taken out…
Christian Mayo Hernandez, the recipient of the 2019 Bourke Wealth Management Scholarship award administered by the Santa Barbara Scholarship Foundation, is an enthusiastic student who has proved his work ethic…
Kevin was recently interviewed on a local show, Design Center Santa Barbara, and answered questions such as:
How much can I spend in retirement? What is the biggest mistake people make in financial planning? Should parents help their kids financially? And more…
Chad is the recipient of the 2018 Bourke Wealth Management Scholarship award administered by the Santa Barbara Scholarship Foundation, kindly sent us the following letter. Congratulations, Chad!
Tony Suleiman Jr, the recipient of the 2017 Bourke Wealth Management Scholarship award administered by the Santa Barbara Scholarship Foundation, kindly sent us the following letter. Congratulations, Tony!
Read below what Mark Sylvester of 805Connect had to say about this podcast or click here to listen. “6 out of 10 adults fear running out of money.” Kevin...
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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…
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…
Kevin Bourke, an independent financial advisor affiliated with LPL Financial at Bourke Wealth Management in Santa Barbara, today announced that he was recognized as a top financial advisor and named to LPL’s Patriot’s Club.
As you meet with your CPA this tax season, I suggest you give them the following list of questions. Some CPAs may be too busy to do comprehensive tax projections as part of the tax-preparation appointment, but that should not preclude you from asking the following.
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…
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…
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…
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…
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…
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,…
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….
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…