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.

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

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

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