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9699 Blue Larkspur Lane
Suite 103
Monterey, CA 93940

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Tactical Wealth Management

(831) 717-1144

 
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Welcome to Tactical Wealth Management

"Your local connection to the world markets"
 

Kevin Richardson is a CERTIFIED FINANCIAL PLANNER™ certificant and Chartered Retirement Planning Counselor® whose mission is to see his clients secure in their financial future.

As a registered representative of LPL Financial. Kevin provides independent objective advice with no restrictions on investment products and no ties to any financial entities. He works strictly on your behalf. Trusted financial advice, investment education and market insight are valuable components of the client relationship. Adjusting to volatility in the market—strategies for helping to preserve your assets- while striving for growth and planning for retirement are not mutually exclusive endeavors. It requires a disciplined approach to working toward financial goals and that is where Kevin’s commitment allows him to stay focused on the task at hand—your financial independence.

Helpful Content

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Eight Mistakes That Can Upend Your Retirement

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

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

What Is My Current Cash Flow?

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Choosing a Mortgage

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

When Markets React

When markets shift, experienced investors stick to their strategy.

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