Michael Drews CPA and Company

Michael Drews CPA and Company We are dedicated to providing our clients with the service and expertise they need to make wise fina CA .

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

What do you think your will be like? Attitudes are changing, and many are working in their
01/12/2024

What do you think your will be like? Attitudes are changing, and many are working in their

Around the country, attitudes about retirement are shifting.

Take an inside look into Simplified Employee Pension plans.
01/10/2024

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

An ILIT could play a role in your estate strategy.
01/08/2024

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Consider preparing for 30 years in retirement. Are your assets ready?
01/05/2024

Consider preparing for 30 years in retirement. Are your assets ready?

Estimate your monthly and annual income from various IRA types.

Saving for college doesn’t have to be as complicated as college itself.
01/03/2024

Saving for college doesn’t have to be as complicated as college itself.

Here’s a crash course on saving for college.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
01/01/2024

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
12/29/2023

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

Where will your retirement income come from? Do you know all the choices available?
12/27/2023

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Do you know how missing the best and worst market days might affect your ?
12/25/2023

Do you know how missing the best and worst market days might affect your ?

All about how missing the best market days (or the worst!) might affect your portfolio.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
12/22/2023

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

Thinking about a prepaid debit card? Consider the pros and cons.
12/20/2023

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Assets minus liabilities = net worth. When was the last time you calculated yours?
12/18/2023

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Address

400 Camarillo Ranch Road #103
Camarillo, CA
93012

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