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.

Bad Spending Habits That Can Be Corrected

2016-12-14T17:06:18-08:00

A little frugality may lead to a lot of financial progress. Americans have a great deal of disposable income relative to many other nations, yet our free spending can take us further and further away from the potential for financial freedom. Some people fall into crippling spending habits and injure their finances as a consequence. [...]

Bad Spending Habits That Can Be Corrected2016-12-14T17:06:18-08:00

Donating Highly Appreciated Stock

2016-12-14T17:06:19-08:00

Donating Stock - It can give you a tax break. It can give a charity a tax break in the future. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio (and you hold them in a non-qualified account that doesn’t get special tax treatment), then you might want [...]

Donating Highly Appreciated Stock2016-12-14T17:06:19-08:00

When a Windfall Comes Your Way

2016-12-14T17:06:21-08:00

What do you do with big money? A first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you resolve anxieties about funding your retirement or your children’s college educations, and newfound financial freedom can lead to time freedom – greater opportunity [...]

When a Windfall Comes Your Way2016-12-14T17:06:21-08:00

Classic Investing Mistakes

2016-12-14T17:06:21-08:00

Investing Mistakes - How many can you prevent yourself from making?  Year after year, in bull and bear markets, investors make some all-too-common blunders. They have been written about, talked about, and critiqued at some length – and yet they are still made. You can chalk them up to psychology, human nature, perhaps even a [...]

Classic Investing Mistakes2016-12-14T17:06:21-08:00

6 Steps to Get Out of Debt

2016-12-14T17:06:22-08:00

Why not plan to lighten your financial burden? Positive moves to counteract negative cash flow. The financial analysis website nerdwallet.com keeps track of the various debts common to the U.S. household. As of April 2014, they’ve found an average mortgage debt of $154,365. They have also discovered an average household has $7,087 in debt from [...]

6 Steps to Get Out of Debt2016-12-14T17:06:22-08:00

Taking Advantage of the Provisions of Health Care Reform

2016-12-14T17:06:23-08:00

Politics aside, how could coverage improve for you & your loved ones?  Health care reform has many fans and many detractors. Amid all the sound and fury, the plain facts risk being blurred. So here is a look at where the reforms stand, and what they potentially offer you. Here is how the health care [...]

Taking Advantage of the Provisions of Health Care Reform2016-12-14T17:06:23-08:00

Retirement Planning With Health Care Expenses in Mind

2016-12-14T17:06:26-08:00

It is only wise to consider what Medicare won’t cover in the future.  As you save for retirement, you also recognize the possibility of having to pay major health care costs in the future. Is there some way to plan for these expenses years in advance? Just how great might those expenses be? There’s no [...]

Retirement Planning With Health Care Expenses in Mind2016-12-14T17:06:26-08:00

Coping With College Loans

2016-12-14T17:06:26-08:00

Paying them down, managing their financial impact.  Are student loans holding our economy back? Certainly America has recovered from the last recession, but this is an interesting question nonetheless. In a November 2013 address before the Federal Reserve Bank of St. Louis, Consumer Financial Protection Bureau Assistant Director Rohit Chopra expressed that college loan debt [...]

Coping With College Loans2016-12-14T17:06:26-08:00

The Annual Financial Check-Up

2016-12-14T17:06:27-08:00

Don't ignore it. Here's why. Here’s the scenario … you get a card in the mail, one of those little reminders that tells you it’s time for your annual financial checkup. Your reaction: I’ll take care of that later. Here’s why you should look forward to it. Why do I need an annual review? Because [...]

The Annual Financial Check-Up2016-12-14T17:06:27-08:00

How and When to Sign Up for Medicare

2016-12-14T17:06:28-08:00

Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65. Your enrollment is also automatic when you are under 65, disabled, and receiving benefits from Social Security for 24 months. The exception to [...]

How and When to Sign Up for Medicare2016-12-14T17:06:28-08:00

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