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

Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.

Is it Always Better to Purchase a Home?

Nathan Sadowski | Oct 6, 2022
Categories
Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read more
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.

Is Confirmation Bias Affecting Your Investment Strategy?

Nathan Sadowski | Sep 6, 2022
Categories
Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read more
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.

Working with an Investment Professional

Nathan Sadowski | Aug 6, 2022
Categories
Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Read more
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.

Understanding Your True Risk Tolerance

Nathan Sadowski | Jul 6, 2022
Categories
Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read more
Man in a graduation cap and gown

Repaying Student Loan Debt - 4 Tips to Get Started

Nathan Sadowski | Jun 6, 2022
Categories
College
For many, student loans are unavoidable. So how can you tackle them?
Read more
Two men sitting at a table and having a conversation

How Do I Know if a Financial Professional is the Right Fit?

Nathan Sadowski | May 6, 2022
Categories
Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read more
Parents holding their child's hands. The child is jumping

Sending Your Kids to College: What Should You Really Expect?

Nathan Sadowski | Apr 6, 2022
Categories
College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Read more
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

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Current page 4
  • 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

© 2025 Pacific Excel Wealth Advisors. All rights reserved.