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.

Couples Retiring on the Same Page

2016-12-14T17:06:15-08:00

Agreeing about what you want from retirement is crucial. What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Commission currently projects an average retirement of 19 years for a man and 21 years [...]

Couples Retiring on the Same Page2016-12-14T17:06:15-08:00

Medicare Enrollment Options for 2014-15

2016-12-14T17:06:15-08:00

A summary of what you need to know. Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage. * Oct. 15-Dec. 7: Open enrollment period. This is when you can exit Original Medicare (Parts A & B) for [...]

Medicare Enrollment Options for 2014-152016-12-14T17:06:15-08:00

Alternative Approaches to Retirement Planning

2016-12-14T17:06:16-08:00

Is the conventional wisdom for everyone? Questioning traditional assumptions about retirement planning can be illuminating. Some retirement planners and economists argue that they need to be reexamined. Does most retirement planning focus on the future at the expense of the present? One noted economist makes that case. Laurence Kotlikoff, the former White House economic advisor [...]

Alternative Approaches to Retirement Planning2016-12-14T17:06:16-08:00

FATCA: What It Is, How It Affects Investors

2016-12-14T17:06:17-08:00

Offshore accounts are receiving a new level of scrutiny. The federal government implements new rules to fight tax dodgers. As of July 1, 2014, the Foreign Account Tax Compliance Act (FATCA) is in effect. FATCA requires something new of foreign financial institutions: they must now report any assets held by American citizens, U.S. “persons,” U.S. [...]

FATCA: What It Is, How It Affects Investors2016-12-14T17:06:17-08:00

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

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