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Welcome, I'm Steve Nartker, a Certified Public Accountant and Investment Advisor Representative in San Diego, CA. Managing your income taxes plays a significant role in both accumulating assets for and distributing assets during retirement. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is starting or owning a business, preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
We can help you address your needs for today and for many years to come. We look forward to working with you through all stages of your life.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Is your estate in order? This short quiz may help you assess your overall strategy.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
There are hundreds of ETFs available. Should you invest in them?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.