Regardless of the size of your portfolio, you can learn a significant amount by studying the investment strategies of those with millions in their bank accounts. Many wealthy people weren’t born rich. Some earned their fortunes working more hours than seemingly imaginable like entrepreneur Elon Musk who has openly discussed working anywhere from 80-120 hours […]
With the rise of medical technology, it shouldn’t surprise you that people are living longer and need to plan on having more money stashed away to cover their retirement. To properly ensure that you are prepared for future retirement expenses, it’s important to take into account what your goals for retirement are. It may surprise […]
When it comes to choosing a financial advisor, it can feel like a daunting task. You’ve worked for years to build wealth and you are now looking for someone that understands your long-term financial goals and will support you for the foreseeable future. You are looking for someone that you can trust to make financial […]
Santa Barbara State Street Flags If you happen to be walking, driving or biking down State Street and look up, you may have noticed colorful additions to the street’s decor. Each month, the Santa Barbara Downtown Organization, (www.downtownsb.org) displays different flags on the light posts up and down the downtown portion of State Street. The […]
Crushcakes One of the now famous Santa Barbara area cafes is Crushcakes (www.crushcakes.com). Crushcakes has three locations, one in Santa Barbara, one in Goleta and one in Carpinteria. Crushcakes sells gourmet cupcakes and also delicable meal choices for breakfast and lunch. The cafe is open at each location from 7:30 a.m. – 4:oo p.m., but […]
Rori’s Ice Cream Summer is coming and that means the heat is coming! Even in our lovely coastal city of Santa Barbara, summer here can get hot and that means we all need to cool down. What a better way to cool down than to grab some refreshing ice cream! Ian Filippini’s favorite go to […]
Lure Fish House Santa Barbara is known for many fun things to do, to see…and to eat! There are many amazing restaurants all around town to choose from. Ian Filippini is very educated on many of the Santa Barbara area restaurants and Lure Fish House is one of his favorites. Lure Fish House is located […]
How To Avoid Probate If you have ever had someone close to you in your family die as an adult, then you probably have heard about or perhaps even experienced the process of probate. Probate is a court process where your will and other documents are examined to determine who is to inherit your property. […]
The Nitty Gritty of Estate Planning If you know anything about estate planning, or if you have looked into creating your own estate plan, then you know that there is a lot to it. Estate planning can have a lot of details and a lot of parts that you may have been previously unfamiliar with. […]
Can Creditors Come After My Living Trust? Ian Filippini and Filippini Wealth Management knows that there can be many questions surrounding estate planning. Estate planning can be a big and complicated process, but it does not have to be. Ian Filippini says that if you have a professional by your side, then the estate planning […]