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…
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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,…
The Grandest of Tea Parties As of late, the GOP’s Tea Party has been in the public spotlight. However, unbeknownst to many, the global tea industry is the bigger reason…
You can always learn from a bad example. If you’ve ever heard me discuss my philosophy on investing, you know that I believe in the institutional process. I even committed…
This review of Kevin Bourke’s book, Make Your Money Last a Lifetime®, originally appeared in Kirkus Review’s June 1st, 2013 issue. To view a PDF of the review, continue reading or click…
Jane was having the time of her life. The family business had been successful over the decades and she and her husband, Ralph, were enjoying all the things they’d dreamed…
This article originally appeared in the Santa Barbara Independent online on February 10, 2009. To see the PDF of the article, click here. Is It Good Money After Bad-or Not? By…
This article originally appeared in the Santa Barbara Independent online on May 3, 2008. To see the PDF of the article, click here. Why a Minority of Tax Preparers Don’t…
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…
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…
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,…
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…
This article originally appeared in the Santa Barbara Independent online on June 29, 2007. To see the PDF of the article, click here. The Indy’s New Financial Advice Columnist Dishes…
This article originally appeared in the Santa Barbara Independent online on March 1, 2008. To see the PDF of the article, click here. You Too Can Become a Prodigious Accumulator…
This article originally appeared in the Santa Barbara Independent online on December 13, 2007. To see the PDF of the article, click here. Kevin Bourke’s Top Tips By Kevin Bourke…
This article originally appeared in the Santa Barbara Independent online on May 21, 2012. To see the PDF of the article, click here. EMILY JOHNSTON,NEWS-PRESS CORRESPONDENT Monday, May 21, 2012…