Kevin Bourke - Bourke Wealth Management

 Smart Choices for

 Life's Transitions

 

For over 20 years, Kevin Bourke and Bourke Wealth Management have been committed to providing education, financial planning and services to a wide variety of clients.  We are passionate in our dedication to our clients’ needs and goals.

As independent advisors, we are in the unique position to remain objective and always keep our clients’ best interests as our priority.  We do not deal in proprietary products and therefore have the unique ability to advise you impartially on financial products and services.

Our entire team is dedicated to and strongly believes in our financial planning process and our approach to asset management.*  We seek to deliver consistent results, adding value to our clients' financial well-being and greater satisfaction to enhance their quality of life.

Our success is not only measured by meeting our clients’ financial goals but also by building long term relationships.  Regardless of your age, income or personal situation, Bourke Wealth Management will work with you to define your goals: short term, mid term and long term, and then create and implement a financial plan to help you achieve those goals while building a relationship that will withstand the test of time.

Critical to our success is our Advisory Board.  This Board is made up of local professionals as well as clients who work with us in finding and implementing opportunities that enhance the quality of services and products we provide. Having an objective group of advisors is just one of the ways that Bourke Wealth Management distinguishes itself from other Santa Barbara financial advisors. 

Our priority is to help our clients meet their financial goals and in doing so live a less stressful, more secure, and more profitable life.

 Our goal is to help you 

achieve your goal. 

 

Kevin Bourke accepts new clients on a referral basis only,

from a network of accountants, attorneys, and other professionals,

as well as from his existing clients.

 

*Financial planning and asset management offered through LPL Financial.

      Securities offered through LPL Financial, Member FINRA/SIPC

 

 
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Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

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