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.

Personal Finance Tips for Younger Employees

2017-06-26T16:01:33-07:00

Follow these simple personal finance pointers to get your financial life in order. If you are just starting out, the world of personal finance can seem daunting. In particular, saving for a home or planning for retirement may seem like dreams too distant in the future to tackle now. However, there are some [...]

Personal Finance Tips for Younger Employees2017-06-26T16:01:33-07:00

7 Ways to Break Bad Money Habits Faster

2017-05-30T16:32:36-07:00

Bad habits — we all have them. Some are worse than others, and some can wreak havoc on your finances. You might be doing things with your money again and again that are keeping you in a financial rut. And that financial rut can have a long-term impact on your overall financial health. If you [...]

7 Ways to Break Bad Money Habits Faster2017-05-30T16:32:36-07:00

Self Employed Workers Fall Behind in Retirement Planning

2017-04-14T21:39:48-07:00

Working in the "gig economy" can make it tougher to stay on top of saving for retirement. Four in 10 self-employed workers don't have a retirement account such as an IRA or 401(k) plan, according to a new survey from Small Business Majority, an advocacy group. They polled 500 self-identified contractors, freelancers and temporary employees [...]

Self Employed Workers Fall Behind in Retirement Planning2017-04-14T21:39:48-07:00

4 Sane Ways to Pay Off Student Debt

2017-03-21T23:47:48-07:00

If you’ve read any of the student-debt success stories circulated in the media lately, you might think the only way to pay down your debt is to give up coffee, your social life and your apartment. “It seems like borrowers are told that they have to live on beans in a shantytown and pay off [...]

4 Sane Ways to Pay Off Student Debt2017-03-21T23:47:48-07:00

Back To The Future

2017-02-06T18:25:54-08:00

What will work and life look like 30 years from now? Thirty years ago, the sci-fi comedy Back to the Future sent its hero, Marty McFly, back in time to 1955 to meet his parents. We won’t spoil the plot, but a good part of the movie’s adventures involve helping Marty and his eccentric friend [...]

Back To The Future2017-02-06T18:25:54-08:00

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
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