Personal Finance

Our Financial Advisors in Santa Clarita provide one-on-one personal finance strategies and Wealth Management services to select families, business owners and professional entertainers and athletes. Our Financial Advisors in Southern California are experts in helping individuals and businesses with financial planning and investment advice. Clients benefit from our financial advice in not only protecting their financial assets but growing them over time with our unique Advance and Protect Financial Strategies.
Our Private Wealth Management services for high net worth individuals encompassing financial planning, estate planning and tax strategies.

The A, B, C, & D of Medicare

2026-01-02T12:51:52-08:00

Breaking Down The Basics Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your future health care decisions. Parts A & B: Original Medicare. There are two components. In general, Part A covers inpatient hospital care, [...]

The A, B, C, & D of Medicare2026-01-02T12:51:52-08:00

Important Birthdays Over 50

2026-01-02T10:09:38-08:00

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding [...]

Important Birthdays Over 502026-01-02T10:09:38-08:00

Baby on Board – Starting a Family

2026-01-02T09:49:35-08:00

Starting a Family? Consider Life Insurance To Protect What’s Most Important Starting a family brings joy, responsibility — and the need to plan for the unexpected. Life insurance may not be the first thing on your to-do list, but it plays a crucial role in protecting your family's future. If something were to happen to [...]

Baby on Board – Starting a Family2026-01-02T09:49:35-08:00

Is a SEP-IRA Right for Your Business?

2026-01-02T09:21:17-08:00

If you're like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement strategy for your business can become a casualty. The idea of establishing a plan could evoke worries about complicated reporting and administration. If this sounds familiar, then you may want to [...]

Is a SEP-IRA Right for Your Business?2026-01-02T09:21:17-08:00

What are Catchup Contributions?

2026-01-02T09:14:10-08:00

A recent survey found that 24 percent of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 33 percent are not confident.1 In 2001 congress passed a law that can help older workers make up for lost time. But few may understand how this generous [...]

What are Catchup Contributions?2026-01-02T09:14:10-08:00

Five Most Overlooked Tax Deductions

2026-01-02T09:06:36-08:00

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to manage your tax bill. Reinvested Dividends: When your [...]

Five Most Overlooked Tax Deductions2026-01-02T09:06:36-08:00

How Income Taxes Work

2026-01-02T08:59:32-08:00

Taxpayers and businesses spend an estimated 7.1 billion hours a year complying with tax-filing requirements, which is worth $388 billion in economic value just to comply with tax regulations.1 As complex as the details of taxes can be, the income tax process is fairly straightforward. However, the majority of Americans would rather not spend time [...]

How Income Taxes Work2026-01-02T08:59:32-08:00

New: Retirement Plan Contribution Limits for 2026

2026-01-02T09:49:18-08:00

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your 2026 tax strategy. You can also contact your financial professional, who may [...]

New: Retirement Plan Contribution Limits for 20262026-01-02T09:49:18-08:00
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