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…
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…
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 issue of the Pacific Coast Business Times. The Pacific Coast…
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, the CERTIFIED FINANCIAL PLANNER™ certification requires years of experience, training in…
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. Would you do it? You Can! Thankfully, tax law encourages giving…
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 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 of retirement, it is essential to understand and plan out…
“What’s a wealth manager anyways? Don’t you all call yourselves wealth managers? I can’t tell any of you apart. ” That question has been asked of me many times over the years, so I thought I’d offer an answer today. In…
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 here. TITLE INFORMATION MAKE YOUR MONEY LAST A LIFETIME® Bourke,…
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.
This article originally appeared in the Santa Barbara Independent online on January 19, 2008. To see the PDF of the article, click here. It’s All in the Allocation By Kevin Bourke Saturday, January 19, 2008 Dear Kevin, I’m a 65-year-old man who’s…
The Pacific Coast Business Times is a business oriented newspaper that covers three counties, Ventura, Santa Barbara and San Luis Obispo. Each year, the Pacific Coast Business Times prints a “Who’s Who in Banking and Finance.” Bourke Wealth Management…
This article originally appeared in the Santa Barbara Independent online on January 21, 2009. To see the PDF of the article, click here. By Kevin Bourke Wednesday, January 21, 2009 Christian from Oakland asks what he should be doing today…
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 Through the years of Reagan and the Cold War, through…
Ron’s question caught me off guard, “Did you write that book yourself?” I wasn’t sure where the question would lead, but the question came from a friend and someone I knew to be a nice guy. Like a proud father…