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.

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

Preventing Identity Theft

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

Millions of Americans fall victim to identity theft each year -- and their financial losses are in the billions. In 2012, an estimated 16.6 million Americans experienced identity theft, causing losses of $24.7 billion.1 What can you do to help reduce your chances of having your identity stolen? The steps below can help you prevent [...]

Preventing Identity Theft2016-12-14T17:05:23-08:00

Lofty Goals, Limited Means: Finding Ways to Boost Your Investments

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

If you're ready to start investing or ramp up your current investment initiatives but there just doesn't seem to be enough money left over at the end of the month, don't give up. The following strategies could help you manage your money better and free up resources for your investment goals. Start budgeting. While most [...]

Lofty Goals, Limited Means: Finding Ways to Boost Your Investments2016-12-14T17:05:23-08:00

Understanding Your Retirement Income Replacement Ratio

2016-12-14T17:05:24-08:00

Although the term retirement income replacement ratio sounds formidable, it's actually an easily understood concept that doesn't require any fancy math. The ratio helps you zero in on your retirement savings goal and periodically measure your progress as you move toward your target. Will you need 60%, 75%, 90%, or even 100% of the income [...]

Understanding Your Retirement Income Replacement Ratio2016-12-14T17:05:24-08:00
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