Menu

Certified Financial Planner

Fees vs. Cost

This article originally appeared in the Montecito Journal on September 5th, 2013. Investment Fees or Investment Cost? By Kevin Bourke Are you old enough to remember the Pink Panther movie series starring Peter Sellers as Inspector Clouseau? In one famous…

Read MoreFees vs. Cost

Roths Revisited

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 Approve of After-Tax IRA Contributions By Kevin Bourke Saturday, May…

Read MoreRoths Revisited

Tax Time

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…

Read MoreTax Time