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.

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

Retiring Earlier Than Planned?

2018-04-02T16:32:46-07:00

Adapting your retirement strategy (and outlook) may be necessary. Involuntary retirement can be emotionally and financially unsettling. Here are some questions to ask yourself if it happens. Do you want to keep working? You may have to rely on your spouse or partner’s income—or your emergency fund—for many months if you look for another full-time [...]

Retiring Earlier Than Planned?2018-04-02T16:32:46-07:00

Smart Financial Moves in Your 40s and 50s

2018-03-19T15:55:48-07:00

These crucial years call for action. Today, retirement may seem nearer to you than it once did. The following moves might be worth making—and soon. Catch-up contributions to your retirement accounts. Starting in the year you turn 50, you may make a total of $1,000 in catch-up contributions to your IRAs each year [...]

Smart Financial Moves in Your 40s and 50s2018-03-19T15:55:48-07:00

Simple Ways to Save More

2018-03-19T14:53:59-07:00

Tips on amassing more money to direct toward your goals. Saving for the future can be painless. You know the basics: start small, start early. Beyond that advice, what else can you do? Think about these ideas. Find an extra $50 a month. Young people are pretty frugal compared to older generations: as CNBC [...]

Simple Ways to Save More2018-03-19T14:53:59-07:00

Age and risk tolerance key to mastering asset allocation

2018-01-30T17:32:19-08:00

Is your portfolio age-appropriate?   Part art, part science, asset allocation is the mix of a portfolio's stocks, bonds and other investments that can help it meet a particular goal. In an oft-cited study, Brinson, Hood and Beebower noted that asset allocation—not investment acumen or market timing—accounts for more than 90 percent of an [...]

Age and risk tolerance key to mastering asset allocation2018-01-30T17:32:19-08:00
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