Should You Pay Off Your Mortgage?
Time to Read: 3 minutes
Paying off your mortgage can be a savvy financial move, but in some cases, investing the funds may be the better option. Here are some key considerations when making your decision.
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When the River Stops Running: Navigating the Emotional Transition of Retirement
Time to Read: 3 minutes
Retirement is a life change, not just a financial one. Here are some of the ways through which you can make the adjustment.
Does the “One Big Beautiful Bill” Impact You? 3 Things to Know
Time to Read: 4 minutes
On July 4th, President Trump signed into law the "One Big Beautiful Bill" (OBBB). Many changes regarding taxes, and we've had clients ask what they should be paying attention to. Here are some of the highlights.
5 Things Congress Can Do to Prevent Social Security from Running Dry
Time to Read: 3 minutes
If you've been keeping an eye on the headlines, you may have heard some unsettling things about Social Security’s future. It's natural to be concerned. So the question becomes: What can Congress do to protect the future of Social Security?
A Tax-Savvy Way to Give Back
Time to Read: 2 minutes
Most of us have causes near and dear to our hearts. We love to support these causes and organizations for the work they do—not because we’re looking for a reward. But what if there was a way to support those…
Why Saving Early Matters: Financial Literacy for the Next Generation
Time to Read: 2 minutes
As cost of living continues to rise while wages lag behind (Business Insider), it’s becoming increasingly important for young people to start saving early to secure their financial future. Unfortunately, financial literacy is often not passed down to younger generations. Here…
The Presidential Election and Investing
Time to Read: 2 minutes
I’m sure you are watching the election developments with interest and wondering how the outcome will affect your investments. Politics are innately emotional. They bring up both hopes and fears. However, prudent investors do not allow emotions to drive their…
The $ 400,000 Cruise!
Time to Read: 4 minutes
Peter (not his real name) recently took a multi-week trip, which included a cruise through Scandinavia. On the cruise portion of the trip, Peter was diagnosed with a form of pneumonia and had to be taken to the nearest port…
Reports of stolen social security numbers are rampant. Here’s what you can do.
Time to Read: 2 minutes
Over the past few years, we’ve seen more frequent reports of security breaches and data leaks. As technology gets more advanced and sophisticated, so do hackers. Last week, major news outlets such as the LA Times reported a data breach…
Kevin is Featured Again in Pacific Coast Business Times 2024 “Who’s Who in Banking and Finance”
Time to Read: < 1 minute
Each year, Pacific Coast Business Times features a list of key players in Banking and Finance in the San Luis Obisbo, Santa Barbara and Ventura counties. Kevin Bourke, who has been featured several times in the past, was again selected as one…
Board Games, Inflation and the Federal Reserve
Time to Read: 3 minutes
When I was young, we played Monopoly endlessly. Monopoly can be played for hours, sometimes days, if not for one challenge. What do you do when you run out of money? Our solution was to buy another Monopoly game. My…
How to Know If You’ve Been Hacked
Time to Read: 2 minutes
Many people do not know the signs of their online accounts being hacked and are thus not proactive about cybersecurity. Are you sure you are protected? Whether it be your bank account, your email, or even your computer, there are…
How to Create Ultra Secure Passwords to Keep Hackers Away
Time to Read: 2 minutes
Below are some tips and tricks for ensuring you have secure passwords that will effectively protect your accounts. What to avoid while making secure passwords: 1. Avoid common passwords, or words that can be guessed easily.You should avoid personal information…
Cybersecurity Webinar Kickoff
Time to Read: < 1 minute
Welcome to the cybersecurity kickoff! Kevin Bourke has created a cybersecurity webinar highlighting the importance of cybersecurity, and he explains what steps need to be taken to ensure you are protected online. Please follow this link to watch the 30-minute…
A Brief Word on Inflation
Time to Read: 2 minutes
Originally sent as client communication 5/17/2021 The last few weeks have brought a wave of questions regarding whether inflation is rearing its ugly head, so let’s address this topic. The Federal Reserve Chairman Jerome Powell said in late April, 2021,…
Kevin is Featured in Pacific Coast Business Times 2021 “Who’s Who in Banking and Finance”
Time to Read: < 1 minute
Each year, Pacific Coast Business Times features a list of key players in Banking and Finance in the San Luis Obisbo, Santa Barbara and Ventura counties. Kevin Bourke, who has been featured several times in the past, was again selected…
What is up with Bitcoin?
Time to Read: < 1 minute
As it became apparent that Covid was going to lock things down for a prolonged period I determined to make use of this opportunity to continue my education. To that end I spent weeks taking online classes and watching educational…
Kevin is Featured Again in Pacific Coast Business Times 2020 “Who’s Who in Banking and Finance”
Time to Read: < 1 minute
Each year, Pacific Coast Business Times features a list of key players in Banking and Finance in the San Luis Obisbo, Santa Barbara and Ventura counties. Kevin Bourke, who has been featured several times in the past, was again selected…
Jack Canfield and Kevin Bourke Chat
Time to Read: < 1 minute
Jack Canfield is the co-author of the Chicken Soup for the Soul series, which has more than 250 titles and 500 million copies in print in over 40 languages.
Why is the stock market going up during the COVID-19 pandemic?
Time to Read: 4 minutes
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 it dozens of times over the last few weeks. Many…
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