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 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

7 Ways to Tell If That IRS Tax Collections Call Is Fake

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

A new IRS program set to take effect next spring may make it harder to tell which of those dubious phone calls many people get about outstanding tax bills are actually fake. The agency announced this week that it’s hired four private debt-collection firms to search America’s couch cushions for overdue federal taxes: ConServe, based [...]

7 Ways to Tell If That IRS Tax Collections Call Is Fake2016-12-14T17:04:56-08:00

Your Personal Finance Guide to America’s National Parks

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

Shutterstock photo Our national parks are one of America’s greatest resources. If you live in a city or suburb, America can feel small and crowded, but stepping into a national park will change your perspective. Wide-open, clean spaces filled with exotic flora and fauna, all waiting to be explored. These parks are public [...]

Your Personal Finance Guide to America’s National Parks2016-12-14T17:04:56-08:00

Long Term Care Insurance – When Less Is More

2016-12-14T17:04:57-08:00

Martin Barraud | Getty Images As rate hikes increase, older Americans weigh dropping policies. Eileen Cheng, 70, is holding on to the long term care insurance policy she purchased 15 years ago, even with an expected rate increase. "If you're buying it at 60, you may need it when you're almost 80," she [...]

Long Term Care Insurance – When Less Is More2016-12-14T17:04:57-08:00

Self Employed Retirement Planning – Where the gig economy fails

2016-12-14T17:04:57-08:00

More than 25 percent of all Americans have no savings to speak of, let alone a retirement nest egg. But for those without an employer plan, like a 401(k), that number is much, much larger. About 70 percent of so-called 1099 workers, including freelancers and contractors, said they have no long-term savings at all, according [...]

Self Employed Retirement Planning – Where the gig economy fails2016-12-14T17:04:57-08:00

7 Mistakes that May Result in a Tax Penalty

2016-12-14T17:04:57-08:00

You likely aren’t interested in raising your tax bill, but if you use bad judgment or make a serious error on your tax return, that’s exactly what will happen when the IRS hits you with a penalty. But hey, at least you won’t be alone: The federal agency imposed almost 32 million civil penalties amounting [...]

7 Mistakes that May Result in a Tax Penalty2016-12-14T17:04:57-08:00
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