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.

Catching a Phish – Cyber Security Tips to Protect Your Investment Accounts

2021-10-07T14:08:10-07:00

Common Email Phishing Scams Email phishing scams take on the appearance of a legitimate email. They may even appear to be from a company you’re familiar with (such as Amazon, Costco or Netflix), to take advantage of your trust and gain personal or financial information. Here are some common email scams: Foreign lottery. Congratulations! [...]

Catching a Phish – Cyber Security Tips to Protect Your Investment Accounts2021-10-07T14:08:10-07:00

Social Security Tips – Go to the Head of the Class

2021-10-05T15:14:10-07:00

Master these Social Security lessons to get a more realistic view of your retirement. According to Nationwide’s 8th Annual Social Security Consumer Survey, more than half of Americans express confidence that they know exactly how to optimize their Social Security benefits. However, only 6% actually understand all the factors that determine the maximum benefit [...]

Social Security Tips – Go to the Head of the Class2021-10-05T15:14:10-07:00

Find Your Happy Place

2021-10-05T14:55:13-07:00

Follow these three tips to help reach a state of happiness on a daily basis. Do you find that happiness is hard to come by on some days? With all the challenges of the past year, it’s sometimes just easier to find imperfections in everything and let crankiness rule your day. However, if you [...]

Find Your Happy Place2021-10-05T14:55:13-07:00

Cultivating a realistic budget can help you harvest a better financial future

2021-08-10T14:57:39-07:00

Spring is here and it’s time to think about growth potential—for both your garden and your journey toward financial wellness! The following steps can help you cultivate a budget that works for your life, so you don’t have to worry about falling short of your financial goals. Step 1: Sow Your Seeds Take the [...]

Cultivating a realistic budget can help you harvest a better financial future2021-08-10T14:57:39-07:00

Go Green – Help sustain the environment with these practical money-saving tips

2021-05-25T09:25:26-07:00

Here are some easy ways to protect the environment and improve your budget at the same time. Wash your clothes in cold water. They get just as clean, but without the energy needed to heat the water. Take shorter showers. Shaving even one minute off of your daily shower could save nearly a thousand [...]

Go Green – Help sustain the environment with these practical money-saving tips2021-05-25T09:25:26-07:00

Appetite For Risk – What is Your Investment Style?

2021-03-18T16:45:46-07:00

Many prospective investors eventually shy away from a commitment when they hear the dreaded “R” word: risk. By itself, risk is innocuous, carrying no special meaning or predictive result. But the idea that investing one’s money is not foolproof; that there are risks involved, and that a return is speculative — the very idea [...]

Appetite For Risk – What is Your Investment Style?2021-03-18T16:45:46-07:00

Switching Jobs? Managing Your Retirement Plan – IRA rollover and other options

2021-03-18T16:20:27-07:00

Changing jobs can impact your 401k retirement plan. To minimize disruptions to your contributions and the vested portion of your previous employer’s contributions, it’s important to understand the choices you may have when you make a career transition. We offer the following key considerations: Option 1: Stay Your previous employer may allow you to [...]

Switching Jobs? Managing Your Retirement Plan – IRA rollover and other options2021-03-18T16:20:27-07:00

How to Tally Your Social Security Benefits

2021-03-12T10:38:13-08:00

In an effort to save money, the Social Security Administration (SSA) stopped mailing annual statements nearly a decade ago. The yearly statements were helpful, as they helped workers estimate their Social Security benefits. Despite this lack of formal reporting, the SSA offers an online option, Retirement Calculator, where you can estimate your Social Security benefits. [...]

How to Tally Your Social Security Benefits2021-03-12T10:38:13-08:00

Are We Saving More? Impact of Global Pandemic

2021-03-12T09:20:50-08:00

One year ago, there was already troubling news about how little Americans had saved for retirement. Then the pandemic descended, multiplying those concerns. Local and national governments attempted to help with the immediate needs of citizens who, on a grand scale, suffered sudden job losses. The CARES Act paved the way for people to [...]

Are We Saving More? Impact of Global Pandemic2021-03-12T09:20:50-08:00

Date with destiny: 7 Stages of Retirement Planning

2021-03-05T07:39:01-08:00

Seven age milestones that will impact your retirement planning As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your retirement planning efforts. Taking the right retirement planning steps as you reach each of the following age milestones could help [...]

Date with destiny: 7 Stages of Retirement Planning2021-03-05T07:39:01-08:00
Go to Top