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.

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

Breaking Down The Real Costs of Purchasing a Home

2025-10-07T16:58:35-07:00

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 your initial equity. There are two costs that constitute the beginning equity in your home. The [...]

Breaking Down The Real Costs of Purchasing a Home2025-10-07T16:58:35-07:00

Artificial Intelligence Best Practices

2025-10-07T15:55:37-07:00

How to effectively and securely use AI tools What is Artificial Intelligence? Artificial Intelligence (AI) is a branch of computer science focused on creating systems that can perform tasks typically requiring human intelligence, such as learning, reasoning, problem-solving, understanding language, and recognizing patterns. By using algorithms and large datasets to simulate cognitive functions, AI can [...]

Artificial Intelligence Best Practices2025-10-07T15:55:37-07:00

9 Facts About Social Security

2025-11-20T11:22:45-08:00

Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust fund is huge. It was $2.7 trillion at the end of 2024.1 [...]

9 Facts About Social Security2025-11-20T11:22:45-08:00

The Rise of Crypto Jacking

2025-10-07T15:40:11-07:00

A New Form of Malware Slowing Down Machines With the growth of digital currencies and online transactions, cryptocurrency has grown to become an everyday topic. Cryptocurrency is a virtual form of currency that operates on a decentralized network called the blockchain. Crypto mining is the process used to create new currencies by using computer processing [...]

The Rise of Crypto Jacking2025-10-07T15:40:11-07:00

Account View 2.0 Cybersecurity

2025-11-11T20:27:18-08:00

View Your Accounts Securely Using Account View 2.0 LPL Financial takes the security and privacy of our products seriously. To safeguard data, we advocate for security in the conception, design, and implementation of our investor-facing platforms, like Account View 2.0. We strive to build the most innovative, secure, and empowering tools for financial professionals and [...]

Account View 2.0 Cybersecurity2025-11-11T20:27:18-08:00

Account Takeovers and How to Defend Against Them

2025-10-07T15:24:12-07:00

Account Takeovers - What Account Takeovers Are and How to Defend Against Them What is an Account Takeover? Account takeovers occur when an unauthorized user gains access to an account. The severity of the takeover depends on a variety of factors, including what account they gained access to, what their intentions are, and how long [...]

Account Takeovers and How to Defend Against Them2025-10-07T15:24:12-07:00
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