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Michael A Chester, EA, CFS
Mesa Verde Consulting, Inc.
1525 Mesa Verde Drive East
Suite # 216
Costa Mesa, CA 92626
(714) 557-0992

Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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 (mverde114@aol.com) to help us get started. 

Helpful Content

Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

How Often Should You Update Your Estate Strategy?

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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