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.

Smart Strategies to Get Out of Debt in 2017

2017-01-12T23:24:45-08:00

Nearly half of Americans are in debt, according to a GOBankingRates.com survey. A separate study found that paying off debt is the biggest source of financial stress in the U.S. Sometimes debt can help you get ahead, such as when you take out a loan to pay for college or start a business. Other times, [...]

Smart Strategies to Get Out of Debt in 20172017-01-12T23:24:45-08:00

6 Ways to Make Your Paycheck Go Further

2017-01-12T22:53:31-08:00

Whether you’re making seven figures or just starting out, one thing tends to be universal: how quickly your paycheck disappears. Here are some practical, doable and even fun ways to stretch your next paycheck further. 1. Break Out the Coupons Thanks to sites like Coupon Sherpa, Coupons.com and others, using coupons has never been easier. [...]

6 Ways to Make Your Paycheck Go Further2017-01-12T22:53:31-08:00

How and When to Sign Up for Medicare

2017-01-09T17:57:08-08:00

Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65. Your enrollment is also automatic when you are under 65, disabled, and receiving benefits from Social Security for 24 months. The [...]

How and When to Sign Up for Medicare2017-01-09T17:57:08-08:00

Using CRUTs & CRATs to Sell Your Business Interest

2016-12-14T18:31:51-08:00

These estate planning tools may also help in exit planning. Discover a pair of underappreciated exit planning vehicles. Charitable remainder unit trusts (CRUTs) and charitable remainder annuity trusts (CRATs) are commonly seen as estate planning tools. What frequently goes unseen is their value in exit planning for business owners. Does it look like you will [...]

Using CRUTs & CRATs to Sell Your Business Interest2016-12-14T18:31:51-08:00

Reducing Your Income to Escape the Alternative Minimum Tax

2016-12-14T17:04:53-08:00

If you got hit by the federal alternative minimum tax last year or think you might get hit this year, now is the time to think about your tax planning. There may still be some ways you can escape the AMT. Talk to your tax professional about the best strategy for you, but one way [...]

Reducing Your Income to Escape the Alternative Minimum Tax2016-12-14T17:04:53-08:00

Why Every Artist Should Go To Business Bootcamp

2016-12-14T17:04:54-08:00

To sustain the creative process, you need balance, in artistry, and in business. The American dream is shifting. What was once a benefits package and early retirement has now become gigging and freedom. Creative types around the world rejoiced when the internet opened up a $715 billion dollar marketplace of freelance work ripe and ready [...]

Why Every Artist Should Go To Business Bootcamp2016-12-14T17:04:54-08:00

Election 2016 and Trump Presidency: Thoughts from our CIO

2016-12-14T17:04:54-08:00

Dear Valued Investor, Donald Trump has completed his landmark quest and will become the nation's 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks a significant reversal from just a few weeks ago when a Hillary Clinton presidency was highly [...]

Election 2016 and Trump Presidency: Thoughts from our CIO2016-12-14T17:04:54-08:00

5 Tips to Manage the Variable Costs of Your Budget

2016-12-14T17:04:54-08:00

It’s a good idea to have a budget, even if it’s an informal one. Some of us do pretty well with the fixed-cost part of the budget. Fixed costs are those that stay the same each month, like your rent or mortgage payment, cable package, gym membership, cell phone bill, car payment, the dating service [...]

5 Tips to Manage the Variable Costs of Your Budget2016-12-14T17:04:54-08:00

4 Ways to Lower Your Cellphone Bill

2016-12-14T17:04:55-08:00

Have you ever opened your cell phone bill and thought, “Wow, that was cheap?” Yeah, didn’t think so. But take heart: It’s possible to lower your charges before your next billing cycle. Simple tweaks, such as updating your service address and changing or removing your insurance package can make small dents in your bill — and those [...]

4 Ways to Lower Your Cellphone Bill2016-12-14T17:04:55-08:00

Most People Need Not Worry About Estate Taxes

2016-12-14T17:04:56-08:00

Welcome news: As of 2016, if you die with less than $5.45 million in assets — or $10.9 million if you’re married — your estate won’t owe federal estate tax. Surprised? Most people are. As a financial planner, I come across many people who list avoiding estate tax as a top priority in their financial [...]

Most People Need Not Worry About Estate Taxes2016-12-14T17:04:56-08:00
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