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.

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

More Than Half of Workers Worry About Their Financial Future

2018-07-06T22:40:01-07:00

To help allay their fears, MetLife has issued the first of four white papers on financial wellness. Fifty-three percent of employees worry about their financial future, and 46% feel overwhelmed by financial decisions, according to MetLife’s annual Employee Benefit Trends Survey (EBTS). In response,  MetLife has created a four-part white paper series, “Financial [...]

More Than Half of Workers Worry About Their Financial Future2018-07-06T22:40:01-07:00

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
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