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…
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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….
Bourke Wealth Management is proud to announce that Kevin Bourke, the founder, was listed for the second time as one of the ‘Who’s Who’ in the May 6, 2014 issue.
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…
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…
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…
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,…
More Taper Talk It feels like 2013 is all but behind us, and with each new statistical report we had word of the Federal Reserve tapering their $85 billion bond…
A Disappointing Black Friday…Weekend? Although there has been much noise about adding Thanksgiving Day to Black Friday, creating a four day shopping extravaganza, the sales figures do not support the…
Are U.S. Markets Bubbling Up? With new all-time highs this week in the S&P500 and the Dow Jones Industrial Average (DJIA), many are starting to worry about potential bubbles, especially…
A Little Skepticism Goes a Long Way We recently received an email from a client requesting their current account balances. On the surface, this small request seems harmless, right? Well,…