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.

Call Center Scams – How They Work

2025-10-07T15:14:16-07:00

How call center scams work and how to avoid falling victim Have you ever received a call about your cars extended warranty? Or perhaps from a company posing to be an IT solution about your computer that needs fixing? In today’s everchanging, technological landscape, the reports of scam calls have been growing at an unprecedented [...]

Call Center Scams – How They Work2025-10-07T15:14:16-07:00

A Look at Whole Life Insurance

2025-09-17T13:51:00-07:00

Are you a fit for Whole Life Insurance? In exchange for fixed premiums, an insurance company promises to pay a set benefit when the policyholder dies, but also offers additional benefits as well. Whole life insurance policies can build up cash value — effectively a cash reserve that pays a modest rate of return, and [...]

A Look at Whole Life Insurance2025-09-17T13:51:00-07:00

Renters Insurance – Does it Make Financial Sense?

2025-04-24T14:47:08-07:00

Renters sometimes overlook the need for insurance based on the belief that they may not have a significant amount of personal possessions, or because the property is already insured by the owner. While it is true that a rental property is insured by the owner, the destruction or loss of your personal belongings is not. [...]

Renters Insurance – Does it Make Financial Sense?2025-04-24T14:47:08-07:00

All Muni Bonds Are NOT Created Equal

2025-04-24T14:39:28-07:00

The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds. Without question, in the wake of Detroit’s troubles, gaining a better understanding of municipal bonds makes more sense than ever.1 At their most basic level, there [...]

All Muni Bonds Are NOT Created Equal2025-04-24T14:39:28-07:00

A Decision Not Made Is Still a Decision

2025-04-24T14:08:08-07:00

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all." This investment inaction is played out in many ways, often silently, invisibly, and with potential consequences to an individual’s future financial security. Let's [...]

A Decision Not Made Is Still a Decision2025-04-24T14:08:08-07:00

Bucket List and Lifetime Financial Goals

2025-04-24T13:39:06-07:00

A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1 One approach is to [...]

Bucket List and Lifetime Financial Goals2025-04-24T13:39:06-07:00

Brief Guide to Condo Insurance

2025-04-24T12:04:02-07:00

A Brief Guide To Condo Insurance The ownership structure of a condominium unit is different from that of a single family house. Here’s what you need to know when purchasing insurance for your condo.1 1. Understand the Master Policy Since the ownership of all common areas is shared with other condo owners, the association of [...]

Brief Guide to Condo Insurance2025-04-24T12:04:02-07:00

Important Birthdays Over 50

2024-12-26T17:44:54-08:00

Age 50 At age 50, workers in certain qualified retirement plans are able to begin making annual catch-up contributions in addition to their normal contributions. Those who participate in 401(k), 403(b), and 457 plans can contribute an additional $7,500 per year in 2025. Those who participate in Simple Individual Retirement Account (IRA) or Simple 401(k) [...]

Important Birthdays Over 502024-12-26T17:44:54-08:00

Retirement Strategy After a Job Loss

2024-12-26T17:37:49-08:00

Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You're not alone if you’ve been laid off—or if the idea is an all-consuming concern. According to a November 2024 MarketWatch survey, 70% of [...]

Retirement Strategy After a Job Loss2024-12-26T17:37:49-08:00
Go to Top