Skip to main content
menu
(925) 464-7445
support@pacificexcel.com
  • Home
  • Who We Are
    • Our Story
    • Life Milestones
    • Your Journey
    • Our Process
    • Our Team
  • Who We Advise
    • Medical & Healthcare Professionals
    • Public Company Employees
    • Business Owners
    • Windfall Event
  • What We Do
    • Financial Planning
    • Investment Management
    • 401(k) and Business-Related Solutions
    • Self-Directed Brokerage Account
  • Client Login
  • Contact
    • Events
    • Resources

Resources

Hands holding a small wrapped present

Charitable Giving: Doing Your Due Diligence

Nathan Sadowski | Mar 6, 2022
Categories
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read more
Professionally dressed man and woman looking at a tablet

Why Financial Professionals Are Still Important

Nathan Sadowski | Feb 6, 2022
Categories
Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read more

Financial Resolutions: 7 Tips to Keep You Accountable

Nathan Sadowski | Jan 6, 2022
Categories
Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
Read more

Social Security Facts for 2022

Nathan Sadowski | Dec 6, 2021
Categories
Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
Read more
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.

Divorce and Retirement: Here’s What You Need to Know

Nathan Sadowski | Nov 6, 2021
Categories
Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Read more
Grandmother and granddaughter knitting together

Retirement as a Single Woman

Nathan Sadowski | Oct 6, 2021
Categories
Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Read more
Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

Nathan Sadowski | Sep 6, 2021
Categories
Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Read more
Group of young professionals in a meeting. They are in a casual office setting

Money Management 101: Tips for Your Kids Entering the Workforce

Nathan Sadowski | Aug 6, 2021
Categories
Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.
Read more
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Nathan Sadowski | Jul 8, 2021
Categories
Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Read more
Man sitting at a long table in front of a window. He is looking at his phone.

Passive Income Investments: How to Make Your Money Work for You

Nathan Sadowski | Jul 8, 2021
Categories
Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
Read more
Mother and daughter cooking and laughing

Making the Most of Your Tax Return

Nathan Sadowski | Jul 8, 2021
Categories
Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
Read more
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs

The Basics of Keeping a Balanced Investment Portfolio

Nathan Sadowski | Jul 6, 2021
Categories
Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Read more

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Current page 5
  • Page 6
  • Next page Next ›
  • Last page Last »
 

Office

925 Ygnacio Valley Rd.
Ste 200
Walnut Creek, CA 94596

Contact

(925) 464-7445
support@pacificexcel.com

Get in Touch

Our Second Opinion Service

Learn more

Advisory Services are offered through Pacific Excel Wealth Advisors, Inc. (PEWA).

Privacy Policy - ADV - Form CRS

© 2026 Pacific Excel Wealth Advisors. All rights reserved.