Erick

About Erick Arndt

Erick Arndt is a Wealth Advisor helping clients build and manage wealth since 2003. He holds the following securities registrations with LPL Financial: Series 7, 65, 6, 63, and 26. Erick’s focus is to help clients create wealth, enjoy it, and preserve it over their lifetime and generations to come.An advocate for small business, he works hands-on with companies to provide high quality retirement plans with fun and engaging education workshops for plan participants. Mr. Arndt earned his Accredited Investment Fiduciary (AIF) designation and also his Professional Plan Consultant (PPC) designation to help employers optimize their company sponsored retirement plans by helping participants pursue their retirement goals as well as keep compliant with government regulations.Erick, an advocate for small business, founded SCV Startup, the technology Startup Community in Southern California with a mission of creating and curating high tech companies and jobs in Santa Clarita.

The Three Buckets Principle

2022-08-08T07:04:37-07:00

"I tell all my clients about the 3 buckets of financial planning." #1 - Emergency Have at least 3 months of savings set aside. This money should not be touched except for emergencies and should be held in a separate savings account, NOT your checking account. It is there for emergencies and to keep [...]

The Three Buckets Principle2022-08-08T07:04:37-07:00

There is no getting around it. Paying for college is expensive.

2022-07-08T07:29:49-07:00

What goals do you have for your child? The average cost of college in the United States is $35,720 per student per year. This number has tripled in 20 years! If you hope to send your kids to college, the sooner you have a plan in place to pay that bill the better. “College is [...]

There is no getting around it. Paying for college is expensive.2022-07-08T07:29:49-07:00

Determining if it Makes Sense to Move or Remodel

2022-07-01T13:58:49-07:00

If you already own your home or have significantly paid down your mortgage, your first instinct might be to make it larger or more efficient. But you must weigh the time, expense, and inconvenience of remodeling against the pricier options of buying and building. Whichever choice you make, ensure you understand the available financing [...]

Determining if it Makes Sense to Move or Remodel2022-07-01T13:58:49-07:00

Moving Back in With Parents After Living Independently

2022-06-22T09:43:24-07:00

Baby Boomers and Their “Boomerang” Children In recent years, many Baby Boomers have witnessed a growing trend: Their children are moving back home after graduating from college. I have many clients facing this right now. In part, the return of the “boomerang” children to the nest may be due to the high cost of [...]

Moving Back in With Parents After Living Independently2022-06-22T09:43:24-07:00

Indefinitely working from home? Use this opportunity to save money.

2022-06-17T12:20:10-07:00

The pandemic caused many people to work from home, and some companies do not plan to return to office-based work until this summer, if ever. While you may view this as a mixed blessing, you can capitalize on the situation to save money for your short- and long-term goals. Your savings might not stem [...]

Indefinitely working from home? Use this opportunity to save money.2022-06-17T12:20:10-07:00

Strategies to protect your nest egg

2022-06-16T14:46:33-07:00

Having a strategy to protect your assets is essential to long term financial success. You’ve worked hard to build your nest egg. But what if a life event caused you to deplete your savings so you could no longer afford to live how you wanted? "Erick, we did it! We’re DONE!” My clients were nearing [...]

Strategies to protect your nest egg2022-06-16T14:46:33-07:00

Breaking Down the Real Costs of Purchasing a Home

2022-06-09T14:31:02-07:00

Before you start searching for a home, understand how much money you’ll really need. Home ownership has several advantages over renting, including lower monthly payments, deductible mortgage interest, and the accumulation of equity. But there is a definite price to pay for these benefits, including the expenses we detail here. The biggest spend is [...]

Breaking Down the Real Costs of Purchasing a Home2022-06-09T14:31:02-07:00

Munis Offer Compelling Relative Value Over Corporate Credit

2022-06-01T19:13:53-07:00

Municipal Bonds Offer Compelling Value Over Corporate Credit The national municipal market has been under the same price pressures as the fixed coupon taxable markets this year as markets have aggressively repriced faster interest rate hikes from the Federal Reserve (Fed). Adding to these price pressures however has been the liquidation of nearly 5% [...]

Munis Offer Compelling Relative Value Over Corporate Credit2022-06-01T19:13:53-07:00

Spend Your Money with Intention – Creating a Spending Plan

2022-06-01T09:25:19-07:00

Did You Tell Your Money What to Do? Learn how to spend your money with intention with a Spending Plan. Couples are made up of a saver…and a spender. Which one are you? The saver LOVES the idea of a budget. The spender calls them a party-pooper. The spender hates the idea of a [...]

Spend Your Money with Intention – Creating a Spending Plan2022-06-01T09:25:19-07:00
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