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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

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

 

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Estimate Your RMD

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

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.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Exit Strategies of the Rich and Famous

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

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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