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.

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

Save and Invest Without Even Thinking About It

2019-04-30T16:49:20-07:00

Looking for ways to Save and Invest? Automate your retirement planning and wealth-building approach. Build your emergency fund with automatic transfers. Practically any bank or credit union can arrange daily, weekly, or per-paycheck transfers of money from a checking account into a savings account, or split your incoming paycheck into percentages going to both accounts. [...]

Save and Invest Without Even Thinking About It2019-04-30T16:49:20-07:00

2019 Q1 401k Plan Sponsor’s Calendar

2019-01-09T21:29:23-08:00

401k Plan Sponsor’s Quarterly Calendar  April If a plan audit is required in connection with the Form 5500, make arrangements with an independent accountant/auditor for the audit to be completed before the Form 5500 due date (calendar-year plans). Audit first quarter payroll and plan deposit dates to ensure compliance with the Department of Labor’s rules [...]

2019 Q1 401k Plan Sponsor’s Calendar2019-01-09T21:29:23-08:00

Squeeze Play: Gen Xers Especially Feel the Pinch

2019-01-08T18:51:50-08:00

Saving for retirement can challenge the best of us. For one group of employees, the challenge seems particularly daunting. Your mid-career colleagues, those between 36 and 56 years of age, may sometimes feel the odds are stacked against them. They are squeezed by their own debt, financial obligations to children who are not yet grown, and often, financial demands [...]

Squeeze Play: Gen Xers Especially Feel the Pinch2019-01-08T18:51:50-08:00

Debt Reduction Tips

2018-12-17T19:18:44-08:00

Yes, You Can Get Out of Debt In America today, carrying some debt is unavoidable, and even desirable, for most households. But between mortgages, car payments, and credit cards, many Americans find themselves over their heads — unable to dig out from under a growing debt burden that consumes an ever-growing portion of their resources. [...]

Debt Reduction Tips2018-12-17T19:18:44-08:00

FUNDAMENTAL: How to Focus on What Really Matters in the Markets

2018-12-21T22:30:39-08:00

We are pleased to announce the release of the LPL Research Outlook 2019 FUNDAMENTAL: How to Focus on What Really Matters in the Markets, filled with investment insights and market guidance for the year ahead. After nearly 10 years of witnessing the U.S. economy and stock market recover—and thrive—investors are starting to wonder if we’ve [...]

FUNDAMENTAL: How to Focus on What Really Matters in the Markets2018-12-21T22:30:39-08:00

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

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