Welcome to Our Website
For over 20 years, Rene S. Randel, MBA, CPA, CFP® has helped clients pursue their financial goals. Our firm offers a full array of tax, financial, investment* and estate planning services. Mr. Randel is uniquely positioned to recommend which investments would be best for your specific tax situation because he is both a Certified Public Accountant and a Certified Financial Planner®. Mr. Randel's approach adds a broader perspective and provides increased benefits to his clients whether they are individuals or small businesses.
Call us at (805) 389-3330 and find out how we may be of service to you.*These services are offered by Rene Randel through his affiliation with HD Vest.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
When to start? Should I continue to work? How can I maximize my benefit?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Knowing the rules may help you decide when to start benefits.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How do the markets usually react to elections? Was the 2016 election any different?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, cracking the code on bonds.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.