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.

Doing the Math — How Much Will You Need for Retirement?

2016-12-14T17:05:18-08:00

Even though calculating a retirement savings goal is key to pursuing and maintaining a confident financial outlook, the Employee Benefit Research Institute reported in 2013 that just 46% of American workers have figured out how much money they will need to accumulate for retirement.1 And more than half admit that they are behind schedule when [...]

Doing the Math — How Much Will You Need for Retirement?2016-12-14T17:05:18-08:00

What Is a Health Care Proxy?

2016-12-14T17:05:18-08:00

A health care proxy allows you to designate a person who can make medical decisions for you in the event that you are too seriously incapacitated through illness or injury to make those decisions yourself. In some states, a health care proxy is known as a medical power of attorney. Many legal and health care [...]

What Is a Health Care Proxy?2016-12-14T17:05:18-08:00

Taxes Matter – What You Need To Know About IRA Rollovers

2016-12-14T17:05:20-08:00

When you change jobs, it may be tempting to cash out your 401(k) plan. But doing this could derail your retirement savings just when it’s important to keep your money growing tax-deferred. Rolling over your assets to an individual retirement account (IRA) is one of the most popular options available to help keep your money [...]

Taxes Matter – What You Need To Know About IRA Rollovers2016-12-14T17:05:20-08:00

Retirement in Motion – Tips Everyone Can Use

2016-12-14T17:05:20-08:00

Boomers on the Brink: Issues Affecting Participants as They Approach Retirement Estate planning is not just for millionaires Having a core set of current planning documents, including a will, power of attorney and health care proxy, is critical to ensuring your wishes are carried out after you die. The operative word is “current.” You need [...]

Retirement in Motion – Tips Everyone Can Use2016-12-14T17:05:20-08:00

Investing in Your 20s and 30s: Millennials Think Differently

2016-12-14T17:05:21-08:00

Staying socially and emotionally engaged may be key to investing for your future Millennials are often criticized in the press for putting off financial planning and being too risk-averse. According to a 2014 survey, millennials devote less than one-third (28%) of their portfolio to stocks and over half (52%) to cash, while non-millennials keep almost [...]

Investing in Your 20s and 30s: Millennials Think Differently2016-12-14T17:05:21-08:00

Walk The Red Carpet To Retirement

2016-12-14T17:05:21-08:00

Supporting actors can help prepare you for your retirement close-up It’s no coincidence that the best film award of the year is announced at the very end of the annual Academy Awards® in Los Angeles.1 While it is entertaining to watch stars pose on the red carpet, laugh at Billy Crystal dancing across the stage, [...]

Walk The Red Carpet To Retirement2016-12-14T17:05:21-08:00

Six Questions to Ask Older Parents

2016-12-14T17:05:21-08:00

Regardless of whether you and your parents have always talked freely about money or never discuss the subject, there are several considerations you may want to address with them as they approach their later years. The six questions below can help you to start thinking about and planning for that conversation. What's the best way [...]

Six Questions to Ask Older Parents2016-12-14T17:05:21-08:00

Clearing Financial Hurdles on the Road to Retirement

2016-12-14T17:05:22-08:00

When friends and loved ones finally raise their glasses to bid you a long and healthy retirement, you do not want to be worrying about how your bills will get paid. That is why it is so important to participate in your company's retirement plan now. On the road to retirement, however, other financial challenges [...]

Clearing Financial Hurdles on the Road to Retirement2016-12-14T17:05:22-08:00

Balancing Your Estate Plan With Bypass Trusts

2016-12-14T17:05:22-08:00

For decades, the bypass trust was a popular estate planning tool for wealthy couples who wished to take full advantage of the federal estate tax exemption and bequeath more of their wealth to successive generations. However, recent changes to estate tax laws have made bypass trusts unnecessary for many. Individuals may now exempt $5.43 million [...]

Balancing Your Estate Plan With Bypass Trusts2016-12-14T17:05:22-08:00

Your Annual Financial Plan: Three Steps toward Your Financial Success

2016-12-14T17:05:23-08:00

As the days get shorter and cooler, it's a good time to conduct a comprehensive annual financial review. And while there is no such thing as a one-size-fits-all financial plan, the three-step review process outlined below can help you do a better job of keeping your financial house in order from one year to the [...]

Your Annual Financial Plan: Three Steps toward Your Financial Success2016-12-14T17:05:23-08:00
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