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Bart Zandbergen, CFPBart Zandbergen, CFP
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    • Meet Bart
    • Our Team
    • My Bio
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  • Wealth Management
    • Certified Financial Planner
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Category Archives: Taxes

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Four Good Ways to Protect Your Assets During Divorce

Four Good Ways to Protect Your Assets During Divorce

Finances, Law, TaxesBy Bart ZandbergenAugust 7, 2019

High net worth couples tend to face several unique and specific issues during a divorce. Last month, I wrote about the divorce team you need for your high net worth divorce; this month, we’re talking about how to best protect your assets and preserve your wealth. Before we dive in, the first thing you need…

A New Year and a New Tax Bill…

Finances, TaxesBy Bart ZandbergenFebruary 1, 2018Leave a comment

What I love most about my role as a trusted advisor and wealth strategist is being able to help my clients navigate their way to optimum financial health. That means understanding the latest laws and their impact as well as structuring new plans for protecting the integrity of their investments and financial decisions along the…

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…

College Students Talking About Financial Aid While Using Computers

When Financial Aid is Taxable

Finances, TaxesBy Bart ZandbergenAugust 19, 2015Leave a comment

The cost of higher education has gone through the roof. Student loans, grants and other forms of financial aid have become the harsh reality for those of us who can no longer afford the high tuition costs at most colleges and universities. Work-study programs and federal income taxes Although we don’t think about it as…

Buying a house helps lower taxes

5 Ways to Help You Pay Less Taxes

Finances, TaxesBy Bart ZandbergenJuly 6, 2015Leave a comment

Financial management tips offer ideal methods toward decreasing your tax obligations. Whether you are a full-time employee or you are a small business owner, you can apply several highly recommended strategies to reduce your tax burden. In 2015, a variety of methods may be used to help you pay fewer taxes in Laguna Beach or…

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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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