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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

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Can I Create a Roth if I’m Over the Income Limit?

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

 

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

It Was the Best of Times, It Was the Worst of Times

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

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Federal Capital Gains Tax Estimator

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

My Retirement Savings

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

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Bull and Bear Go To Market

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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