Understanding Today’s Financial Environment
Welcome, I’m Michael A. Chester at Mesa Verde Consulting, Inc., a tax and financial service company in Costa Mesa, California. We provide personalized services to meet your Accounting, Tax, and Financial Goals based on your needs, wants, and objectives.
Whether you require assistance with your financial and retirement needs, tax preparation, business consulting and planning, we will customize our services to your needs.
We have been serving Southern California for over 26 years and look forward to working with you through all stages of your life.
Please review our list of services and the other educational and information areas of our website. Give us a call at 714-557-0992 or send us an email ([email protected]) to help us get started.
Helpful Content
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Building Your Legacy
A four-step framework for building a personal legacy.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Saving for College 101
Here’s a crash course on saving for college.
Rightsizing for Retirement
What does your home really cost?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.