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.

From Shopping to Dining, Save on the Cost of Food

2016-12-14T17:04:59-08:00

From ValuePenguin The average household's cost of food is climbing, but there are myriad ways to find a plateau or, better yet, a cliff. One option is to consider the best grocery credit cards: The cards analyzed by ValuePenguin have varying benefits as to how valuable the rewards are for using your plastic in the [...]

From Shopping to Dining, Save on the Cost of Food2016-12-14T17:04:59-08:00

Covering the Costs of Long-Term Care

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

Long-term care insurance (photo from Shutterstock) Long-term care planning is really hard to talk about.  It can be frightening to imagine ourselves with diminished capacity and needing help from others. And since we find it challenging to discuss it, we often don’t plan for it. Very wealthy people can pay cash for upscale [...]

Covering the Costs of Long-Term Care2016-12-14T17:05:00-08:00

A 5-Year Countdown to Retirement

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

Five years before they retire, older workers start focusing seriously on the big changes ahead, says Emily Guy Birkin, in her book, The 5 Years Before You Retire: Retirement Planning When You Need It the Most. In those last few years, you can get a lot done. Here is a countdown of some of the tasks [...]

A 5-Year Countdown to Retirement2016-12-14T17:05:00-08:00

9 Essential Estate-Planning Documents

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

Estate-planning can be confusing...and boring.  Yet, it is a critical part of your financial plan.  This article is from Nerd Wallet. Dying intestate (will-less) leaves your heirs with a potential mess.  And yet, 61% of Americans die without one, says a recent Harris Interactive poll for RocketLawyer, a legal website. In fact, 28% of us would rather do anything than [...]

9 Essential Estate-Planning Documents2016-12-14T17:05:00-08:00

6 Ways to Fund a Working Mom’s Retirement

2016-12-14T17:05:01-08:00

“Americans—women especially—aren’t getting the message that they need to start saving for retirement with their very first job,” says personal finance columnist Liz Weston, author of Deal With Your Debt. As a working mom, whole weeks may go by without the chance to sit down or even think. You’re managing a career, making decisions for your family, [...]

6 Ways to Fund a Working Mom’s Retirement2016-12-14T17:05:01-08:00

7 Steps to Financial Wellness

2016-12-14T17:05:16-08:00

The goal of good health should be at the core of decisions you make about money. As any wise person will tell you—and many have, from the Roman poet Virgil to Gandhi—health is wealth. The irony is that the converse is also true—a growing body of research suggests that financial problems actually can lead to [...]

7 Steps to Financial Wellness2016-12-14T17:05:16-08:00

What’s New? Social Security Changes, Savers Credit Increase and more

2016-12-14T17:05:17-08:00

Recent changes in the tax law could affect your benefits. Laws that were enacted as part of the Bipartisan Budget Act of 2015 included several new rules that might affect your Social Security and other tax benefits. End to Social Security “file and suspend” option Under the IRS file and suspend option, married couples could [...]

What’s New? Social Security Changes, Savers Credit Increase and more2016-12-14T17:05:17-08:00

Time, Not Timing, Is the Key to Long-term Success

2016-12-14T17:05:17-08:00

It’s not getting in and out of the market — it’s adhering to a sensible investment strategy over time When the markets undergo stress, some investors worry that their net worth is diminishing permanently. Sometimes, these folks panic, selling at or near a market bottom, and then wait too long to get back in once [...]

Time, Not Timing, Is the Key to Long-term Success2016-12-14T17:05:17-08:00

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

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