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.

The Pros and Cons of Filing Jointly

2016-12-14T17:06:08-08:00

Preparing for taxes after marriage. When you tie the knot, your financial lives will change. Marriage is one of those life events that can really affect your money and tax situation. If you are about to wed, here are a couple of things you’ll want to consider when it comes to taxes and household cash [...]

The Pros and Cons of Filing Jointly2016-12-14T17:06:08-08:00

Should You Buy the Dips

2016-12-14T17:06:08-08:00

Market retreats & corrections may herald opportunities. When stocks retreat, should you pick up some shares? If you like to buy and hold, it may turn out to be a great move. Buying during a downturn or a correction may seem foolish to many, but if major indexes sink and investors lose their appetite for [...]

Should You Buy the Dips2016-12-14T17:06:08-08:00

Life Insurance at an Early Age

2016-12-14T17:06:08-08:00

Here’s why it can be a good idea. You may have read that you don’t need to buy life insurance early in life. That’s not necessarily true. In fact, getting a policy before midlife may prove wise. Relatively few people opt for life insurance coverage between the ages of 18 and 45, yet there are [...]

Life Insurance at an Early Age2016-12-14T17:06:08-08:00

How Is Health Care Reform Affecting the Federal Deficit?

2016-12-14T17:06:09-08:00

Some analysts think it is helping reduce the deficit; but others wholeheartedly disagree. Has the Affordable Care Act actually cut Medicare spending? The numbers from the Congressional Budget Office make a pretty good argument for that, and suggest that the ACA has had a distinct hand in the recent drop in the federal deficit. Detractors [...]

How Is Health Care Reform Affecting the Federal Deficit?2016-12-14T17:06:09-08:00

Fall Financial Reminders

2016-12-14T17:06:09-08:00

The year is coming to a close. Have you thought about these financial ideas yet? As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives. Don’t forget that IRA RMD. If you own one or more traditional IRAs, you [...]

Fall Financial Reminders2016-12-14T17:06:09-08:00

IRS Raises Retirement Plan Contribution Limits 2015

2016-12-14T17:06:10-08:00

Roth & traditional IRAs won’t get 2015 COLAs, but other plans will. 2015 Retirement Plan contribution limits went up A little inflation means a little adjustment. As the Consumer Price Index is up 1.7% over the last 12 months, the federal government is giving Social Security benefits a 1.7% boost for 2015 and [...]

IRS Raises Retirement Plan Contribution Limits 20152016-12-14T17:06:10-08:00

Gauging Your Financial Well-Being

2016-12-14T17:06:11-08:00

Six signs that you are in good shape. How well off do you think you are financially? If your career or life takes an unexpected turn, would your finances hold up? What do you think will become of the money you’ve made and saved when you are gone? These are major questions, and most people [...]

Gauging Your Financial Well-Being2016-12-14T17:06:11-08:00

Debunking a Few Popular Retirement Myths

2016-12-14T17:06:11-08:00

Certain misconceptions ignore the realities of retirement. Generalizations about money & retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. “When I’m retired, I won’t really have to invest anymore.” Many people see retirement as an end instead of a beginning – a [...]

Debunking a Few Popular Retirement Myths2016-12-14T17:06:11-08:00

Adjusting to Retirement

2016-12-14T17:06:12-08:00

What people don’t always realize about life after work. If you have saved and invested consistently for retirement, you may find yourself ready to leave work on your terms – with abundant free time, new opportunities, and wonderful adventures ahead of you. The thing to keep in mind is that the reality of your retirement [...]

Adjusting to Retirement2016-12-14T17:06:12-08:00

Taking Taxes Into Account When Saving & Investing

2016-12-14T17:06:12-08:00

It isn’t always top of mind, but it should be. How many of us save and invest with an eye on tax implications? Not that many of us, according to a recent survey from Russell Investments (the global asset manager overseeing the Russell 2000). In the opening quarter of 2014, Russell polled financial services professionals [...]

Taking Taxes Into Account When Saving & Investing2016-12-14T17:06:12-08:00
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