Personal Finance Archives - Page 32 of 34 - Financial Advisor in Santa Clarita, CA Virtue Wealth Management

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.

Minimizing Probate When Setting Up Your Estate

admin2016-12-14T17:06:34-08:00

What can you do to lessen its impact for your heirs? Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees and court costs may eat up as much as 5% of a decedent’s accumulated assets. Think tens of thousands of dollars, [...]

Minimizing Probate When Setting Up Your Estateadmin2016-12-14T17:06:34-08:00

How LTC Insurance Can Help Protect Your Assets

admin2016-12-14T17:06:50-08:00

Create a pool of healthcare dollars that will grow in any market. Protect Your Assets How will you pay for long term care? The sad fact is that many people don’t know the answer to that question. But a solution is available. As baby boomers leave their careers behind, long term care insurance [...]

How LTC Insurance Can Help Protect Your Assetsadmin2016-12-14T17:06:50-08:00

Why Do We Save So Little?

admin2016-12-14T17:06:51-08:00

What’s good for the economy isn’t necessarily good for our future. Provided by Virtue Wealth Management Our parents & grandparents saved much more than we do. Most people who have read up on the economy for any length of time have heard of the personal saving rate (PSAVERT), which the Commerce Department calculates as the [...]

Why Do We Save So Little?admin2016-12-14T17:06:51-08:00

What Marriage Equality Means Financially

admin2016-12-14T17:06:51-08:00

What Marriage Equality Means Financially The Supreme Court decision has brought significant change. Provided by Virtue Wealth Management When the Supreme Court voted to repeal Section 3 of the Defense of Marriage Act (DOMA) on June 26, it opened financial doors previously closed to same-sex couples. Unfortunately, not all of these doors may open in [...]

What Marriage Equality Means Financiallyadmin2016-12-14T17:06:51-08:00

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR

admin2016-12-14T17:06:53-08:00

Crucial questions & essential documents. The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation or wealth preservation, you may find yourself intellectually and emotionally engaged on a level you hadn't anticipated. It may actually give you a better [...]

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISORadmin2016-12-14T17:06:53-08:00

Wise Decisions with Retirement in Mind

admin2016-12-14T17:06:53-08:00

Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want, others don’t. Fate aside, it isn’t merely a matter of stock market performance or investment selection that makes the difference. There are certain dos and don’ts – some less apparent than others – that [...]

Wise Decisions with Retirement in Mindadmin2016-12-14T17:06:53-08:00

The MyRA, the USARF & Cash Balance Plans

admin2016-12-14T17:06:53-08:00

New & old concepts to address the retirement savings gap. How many 401(k)s have more than $100k in them? According to the Employee Benefit Research Institute (EBRI), the average 401(k) balance at the end of 2012 was $63,929.1 Is this enough money to retire on? No – and this is only part of America’s retirement [...]

The MyRA, the USARF & Cash Balance Plansadmin2016-12-14T17:06:53-08:00

2014 IRA Deadlines Are Approaching

admin2016-12-14T17:06:54-08:00

Here is what you need to know for 2014. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. *April 1 is the absolute deadline to take an initial IRA Required Minimum Distribution (RMD). *April 15 is the deadline for making annual contributions to a traditional [...]

2014 IRA Deadlines Are Approachingadmin2016-12-14T17:06:54-08:00

Organizing Your Paperwork for Tax Season

admin2016-12-14T17:06:54-08:00

If you haven’t done it, now’s the time. How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or the tax preparer working for you) this winter. Here are some tips to help you get ready: As a first step, look [...]

Organizing Your Paperwork for Tax Seasonadmin2016-12-14T17:06:54-08:00

Why Does Family Wealth Fade Away?

admin2016-12-14T17:06:54-08:00

A lack of vision is often the answer to that question Many are the stories of family wealth lost. In the late 19th century, industrial tycoon Cornelius Vanderbilt amassed the equivalent of $100 billion in today’s dollars – but when 120 of his descendants met at a family gathering in 1973, there were no millionaires [...]

Why Does Family Wealth Fade Away?admin2016-12-14T17:06:54-08:00

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