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.

Why It’s a Mistake to Cash Out of Bonds When Rates Rise

2018-06-18T21:31:04-07:00

Bond investors are clearly worried about rising rates in today’s environment. Many are protecting themselves by moving to very short-term investments, or even cash. But is their “safe” choice putting them at risk? The View Gets Better Up High We get it. It seems intuitive that if interest rates are rising, bond prices [...]

Why It’s a Mistake to Cash Out of Bonds When Rates Rise2018-06-18T21:31:04-07:00

Top 10 Issues Found in 401(k) Plans

2018-06-18T21:30:27-07:00

Compiled from lists published by the IRS and plan auditors, here are 10 items to check and review to make sure your 401(k) plan is operating in line with IRS expectations: Failure to understand and follow the plan’s definition of compensation: Look at the actual plan document (not the Summary Plan Description) and [...]

Top 10 Issues Found in 401(k) Plans2018-06-18T21:30:27-07:00

9 Steps to Raising Money-Smart Kids

2018-05-31T14:20:10-07:00

There are many ways to teach your children good money sense. You can fall back on stories of how you used to earn, save and spend money all those years ago. You can fill their heads with lessons on how important it is to be careful and wise with their money. However, the bottom line is [...]

9 Steps to Raising Money-Smart Kids2018-05-31T14:20:10-07:00

College Won’t Pay for Itself. How Will You Pay for It?

2018-05-18T18:27:58-07:00

You have more choices than you think. Is creating a college fund on your to-do list? Consider these options. 529 plans. Anyone can contribute to these savings vehicles. Some let you prepay college tuition; others allow you to accumulate and invest education funds. Earnings on investments in a 529 plan grow tax-deferred, and [...]

College Won’t Pay for Itself. How Will You Pay for It?2018-05-18T18:27:58-07:00

Are You Financially Ready to Retire?

2018-05-18T18:17:27-07:00

What questions do you need to answer before you're sure you're financially ready? The day is finally approaching. You've been saving and investing most of your adult life for this moment, but now you're not so sure you're really ready to retire. It's a predicament faced by many employees that we work with. [...]

Are You Financially Ready to Retire?2018-05-18T18:17:27-07:00

Potential Income Streams for Retired Women

2018-04-12T14:33:13-07:00

Could you possibly arrange multiple income sources?   On average, women receive 23% less Social Security income than men. In 2014 (the most recent year of data available), the average yearly Social Security benefit for a woman 65 or older was $13,150, compared to $17,106 for her male counterpart.1 This is one example of the [...]

Potential Income Streams for Retired Women2018-04-12T14:33:13-07:00

The Risks of D.I.Y. Investing & Financial Planning

2018-04-23T14:26:34-07:00

In trying to do it yourself, there’s the chance you could do it all wrong.   Many successful people refrain from trying to plan their financial futures. They delegate that job to professionals, as they lack the time, inclination, or knowledge to do it themselves. This makes sense. It takes years to gain [...]

The Risks of D.I.Y. Investing & Financial Planning2018-04-23T14:26:34-07:00

What to Do Before 30 if You Want to Build Wealth

2018-03-26T16:51:15-07:00

Some key financial steps that you could take. Your twenties are the perfect time to save and invest. Do it now, and you will have a great ally—time—on your side. Think about doing the following things if you’re not doing them already. Put money into a retirement plan. Save and invest through a 401(k), [...]

What to Do Before 30 if You Want to Build Wealth2018-03-26T16:51:15-07:00

Do You Have Liability Protection?

2018-03-20T22:17:45-07:00

The risks to your wealth aren’t only in the financial markets. The wealthier you become, the more liability protection matters. We live in a litigious world, one in which even friends and neighbors can be convinced to see opportunity in the wake of misfortune. A (larger) umbrella liability policy may be an excellent idea. [...]

Do You Have Liability Protection?2018-03-20T22:17:45-07:00
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