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.

Deciding When to Claim Retirement Benefits: Keys to Optimizing Social Security Income

2018-12-21T22:45:08-08:00

Many Americans rely on Social Security as a significant source of income in retirement. However, not everyone understands the rules surrounding these benefits. As a result, they may claim their benefits at a time that’s less than ideal for their circumstances, ultimately losing money in the process. There’s no magic age for when you should [...]

Deciding When to Claim Retirement Benefits: Keys to Optimizing Social Security Income2018-12-21T22:45:08-08:00

10 Things You Didn’t Know About Life Insurance

2018-12-21T21:23:05-08:00

Life insurance blah blah blah. Is that what you hear when someone mentions it as part of your new job’s employee benefits round-up or when you see something about it on TV or social media? Not to worry: we’ve got the low-down on what you need to know. And it’s really not as overwhelming (or [...]

10 Things You Didn’t Know About Life Insurance2018-12-21T21:23:05-08:00

Is Your Retirement Income Recession Proof?

2018-12-21T21:23:12-08:00

Retirement Income - Believe it or not, it's been 10 years since the Great Recession of 2008. That means we’ve had a whole decade to correct our financial missteps of the past, right? Unfortunately, there are some alarming stats that say otherwise. When the markets are up, it’s easy to forget about the hardships we [...]

Is Your Retirement Income Recession Proof?2018-12-21T21:23:12-08:00

Should You Break Away From Social Media?

2018-12-21T21:23:23-08:00

The Potential Benefits (and drawbacks) of Logging Out. What are the possible long-term benefits? You can connect with people (and the real world) in a real way. Too much social media use may actually make you feel disconnected—not lonely, but still alone. The constant humblebragging of the posts you see and read may breed envy, encourage your [...]

Should You Break Away From Social Media?2018-12-21T21:23:23-08:00

Long-Term Care Choices

2018-12-21T21:28:01-08:00

A look at three other long-term care (LTC) coverage options. Traditional long-term care insurance has grown costlier—and some of those who buy it may never need the coverage. Are potentially cheaper, flexible options available? Yes.1 Hybrid life insurance policies with LTC riders. These life insurance policies have LTC coverage options available for a fee that you can use [...]

Long-Term Care Choices2018-12-21T21:28:01-08:00

Debt, Learning, and Future Earning

2018-10-23T22:55:55-07:00

Debt, Learning, and Future Earning. How to handle the cost of continuing your education. Some people decide to get another college degree later in life. That typically means taking on student debt, and dealing with that debt after 40 takes planning. Between 2005 and 2015, the number of Americans older than 60 carrying outstanding student loans [...]

Debt, Learning, and Future Earning2018-10-23T22:55:55-07:00

Executive Compensation Packages

2018-10-22T18:25:42-07:00

Those perks may come with great responsibility. When you reach the executive level at an established company, you are offered some potentially significant rewards for staying put. Here are three common perks available in some Executive Compensation Packages. Stock options. Your firm gives you an agreement by which you have the chance to buy the company’s [...]

Executive Compensation Packages2018-10-22T18:25:42-07:00

Sharing Finances After Marriage

2018-08-30T17:35:42-07:00

After marriage, couples typically combine a number of things – their belongings, their families and, often, their finances. While money ranks high on the list of things couples fight about most, experts say there are healthy ways to resolve – and even prevent – financial disagreements. Much of the problem couples have with money comes [...]

Sharing Finances After Marriage2018-08-30T17:35:42-07:00

What You Can Do About Your Credit Score

2018-08-17T20:24:44-07:00

Tips to improve it and how long it will take. Roughly half of millennials have bad credit. Consumer credit reporting agency TransUnion says that 43% of borrowers in the 18-36 age bracket have credit scores under 600. For a generation crushed by student debt, that isn’t surprising.1 A credit rating is a snapshot of your borrowing history. [...]

What You Can Do About Your Credit Score2018-08-17T20:24:44-07:00

Ways to help adult children become financially independent

2018-08-10T23:13:56-07:00

When it comes to our children, for many of us, there is almost nothing we wouldn’t do for them when we’re needed. But when it comes to our adult children, sometimes the best way to help is to pull back and teach them to help themselves. This is especially true when it comes [...]

Ways to help adult children become financially independent2018-08-10T23:13:56-07:00
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