Luka Pavlina-Financial Advisor-LAP Wealth Management
Luka Pavlina, a Certified Financial Planner®, is in the business of advising client finances. He will always fight to offer you the very best. member FINRA/SIPC.
Luka Pavlina, a Certified Financial Planner®, has been in the business of advising and managing individuals’ and families’ finances. Since 2005, Luka has offered a unique mixture of small-town compassion and big-city sophistication to his clients. His upbringing in a small Central California farm town with a population of 6,000 has caused him to always take the responsibility of helping others ser
How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Monthly Market Insights | August 2024 Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.
Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.
Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter.
Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Questions to Consider When Buying a Vacation Home Doing your research is key before buying a vacation home.
Monthly Market Insights | June 2024 Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.
Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Latte Lie and Other Myths Check out this video to begin separating fact from fiction.
What Is the Dividend Yield? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.
Putting a Price Tag On Your Health Being healthy not only makes you feel good, it may also help you financially.
Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.
Potential Income from an IRA Estimate your monthly and annual income from various IRA types.
Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.
What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties?
Saving for College This calculator can help you estimate how much you should be saving for college.
What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Monthly Market Insights | February 2024 The Dow Jones Industrial Average advanced 1.22 percent, while the Standard & Poor's (S&P) 500 Index gained 1.59 percent. The Nasdaq Composite, which led throughout 2023, rose 1.02 percent.1
Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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2506 19th Avenue
Kingsburg, CA
93631
1581 18th Avenue
Kingsburg, 93631
We provide quality tax and assurance services.
1440 Draper Street Suite B
Kingsburg
We help simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.