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Bart Zandbergen, CFPBart Zandbergen, CFP
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  • About
    • Meet Bart
    • Our Team
    • My Bio
    • My Family
    • Philanthropy
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    • Style
  • Wealth Management
    • Certified Financial Planner
    • Certified Divorce Financial Analyst
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Yearly Archives: 2016

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  2. 2016

Friends In Their 50s Celebrating Building Wealth

Top 6 Ways to Build Wealth in Your 50s

Finances, Retirement, TaxesBy Bart ZandbergenDecember 7, 2016Leave a comment

When you reach 50, retirement is starting to seem within reach. But, you still have at least 10 to 15 years of work left, which is a good amount of time to positively impact your burgeoning retirement account. So, in your 50s, consider it a great time to assess where you’re at with your retirement…

Favorite Wines for Thanksgiving Dinner 2016

Favorite Wines for Thanksgiving Dinner

WineBy Bart ZandbergenNovember 21, 2016Leave a comment

One of the most frequent wine questions I get this time of year is “What wine should I serve for Thanksgiving dinner?” It’s tough for people to choose a wine for Thanksgiving for a couple of reasons. One, people have different tastes in wine, so it’s hard to please everyone. Two, there are lots of…

Wine Barrels in Old Cellar in Mission Viejo, CA

The Wine Gadgets You Need in Your Life Right Now

WineBy Bart ZandbergenOctober 17, 2016Leave a comment

Our culture is gadget crazy these days; like any other industry, the wine industry has a plethora of gadgets for your every need. You don’t need all of them though, so I’ve culled through and listed the ones worth buying right now: — The Kuvée The Kuvée is a connected, “smart” wine bottle. I mean,…

Happy Family Taking a Beach Selfie in Laguna Beach, CA

Different Types of Trusts: Which One is Right for You?

FinancesBy Bart ZandbergenOctober 3, 2016Leave a comment

Earlier in the year I wrote a blog post with reasons why you should have a trust instead of a will. Now, I’m going to dive a little deeper into the different types of trusts and discuss the reasons why you might want to choose one that you might not be too familiar with. As…

Houses & Coastline of Santa Barbara, CA

Weekend Road Trip: Santa Barbara and The Urban Wine Trail

Local, Travel, WineBy Bart ZandbergenSeptember 12, 2016Leave a comment

If you’re looking for a wonderful weekend getaway, I highly recommend Santa Barbara and the Urban Wine Trail. Whether you’re a serious wine aficionado or merely a weekend sipper, you can sip your way through Santa Barbara County without leaving the quaintness of downtown Santa Barbara. The Urban Wine Trail is a collection of more…

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Securities offered through Tessera Capital Partners, LLC. Member FINRA, SIPC. The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242.

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