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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

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

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

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Replacing Your Medicare Card

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

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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Assess Your Life Insurance Needs

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

My Retirement Savings

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

Student Loan Refinance Calculator

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

Estimate Your RMD

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

College Savings

See how much you may need to save now to cover future college costs for your child.

Simple 401k

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Exit Strategies of the Rich and Famous

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

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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