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.

Market Update: Managing Volatility & Looking for Some Green Shoots

2020-03-18T21:14:03-07:00

An open letter to my valued clients and friends. (Originally sent to my Friday newsletter subscribers. Subscribe here) Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world into bear markets. Thursday’s nearly 10% decline in the S&P 500 Index was one [...]

Market Update: Managing Volatility & Looking for Some Green Shoots2020-03-18T21:14:03-07:00

Double Your Impact With These Charitable Giving Strategies

2020-01-03T04:08:34-08:00

Avoid these financial traps and save yourself money and stress in the long term. Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition to giving wisely to nonprofit groups, it's important to anticipate financial obligations to family members while you're still of sound mind. [...]

Double Your Impact With These Charitable Giving Strategies2020-01-03T04:08:34-08:00

Buying Your First Home in 2020

2020-01-15T00:47:45-08:00

Home ownership is the cornerstone of the American Dream. But before you buy a home, consider a number of things. First, look at buying a home as a lifestyle investment and only secondly as a financial investment. Over time, buying a home can be a good way to build equity. But as recent history has [...]

Buying Your First Home in 20202020-01-15T00:47:45-08:00

The SECURE Act: Providing Benefits for Retirement Savings for Employees and Employers

2020-01-15T04:10:41-08:00

The SECURE Act - Top 10 Key Provisions to Provide Retirement Savings Benefits for Employees and Employers Open Multiple Employer Plans / Pooled Employer Plans – The SECURE Act allows unrelated small employers to band together in “open” 401(k) multiple-employer plans (MEPs; also referred to as pooled employer plans (PEPs)). This reduces the costs and [...]

The SECURE Act: Providing Benefits for Retirement Savings for Employees and Employers2020-01-15T04:10:41-08:00

Retirement in Motion

2019-10-28T22:05:19-07:00

Retirement Planning Tips and resources that everyone can use Money Conversations When you are in a close relationship, it can be easy to put off talking about money with your partner. Even if you’re anxious about your financial situation, it’s important to be open to discussing it. It is possible to work toward multiple goals [...]

Retirement in Motion2019-10-28T22:05:19-07:00

Student Debt Putting Retirement Planning on Hold?

2019-10-28T21:54:23-07:00

Near-retirees and midcareer workers feeling similar stress as recent college grads. There’s no doubt that the rising cost of college is putting lots of financial stress on American workers. Frequently, the cost of a 4-year private university is more than the average cost of a home in most areas of the country. Here is a snapshot [...]

Student Debt Putting Retirement Planning on Hold?2019-10-28T21:54:23-07:00

Investing: Keep Your Head in the Game: Avoiding Mental Errors

2019-10-01T21:43:15-07:00

In the sports world, a mental error can cost your team the big game. When you are investing, a mental error can put your retirement portfolio at risk. Mistakes often result from letting misconceptions and emotions affect your decisions. Successful investing generally requires logic and reasoning. To avoid a fumble, you may want to guard [...]

Investing: Keep Your Head in the Game: Avoiding Mental Errors2019-10-01T21:43:15-07:00

A Financial Plan for All Seasons

2019-10-01T18:37:50-07:00

Grab your sunglasses -- summer's here, and it's time to kick back and relax...(and create a financial plan). If only it were that easy. It would be great if all your worries disappeared when summer arrived, but that doesn't happen. Actually, if money is stressing you out and you're planning to take a vacation, summertime [...]

A Financial Plan for All Seasons2019-10-01T18:37:50-07:00

Balancing Act: Income, Expenses and Withdrawals.

2019-10-30T23:51:21-07:00

In projecting what you’ll need to save in order to generate enough retirement income, it helps to (1) prepare a realistic household budget and (2) understand what types of expenses you’ll have once you stop earning a regular paycheck. Types of Expenses Fixed Expenses – “Must Haves” Mortgage or rent Taxes (income and property) Car [...]

Balancing Act: Income, Expenses and Withdrawals.2019-10-30T23:51:21-07:00
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