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.

72(t) Distributions

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

Sometimes you can take penalty-free early withdrawals from retirement accounts. Do you need to access your retirement money early? Usually, anyone who takes money out of an IRA or a retirement plan prior to age 59½ faces a 10% early withdrawal penalty on the distribution. That isn’t always the case, however. You may be able [...]

72(t) Distributions2016-12-14T17:06:28-08:00

A Tax Break for LTC Hybrids

2016-12-14T17:06:29-08:00

Pay for long term care without paying taxes on an annuity withdrawal.  A tax break with an additional benefit. Did you know that, since taking effect in 2010, you are allowed to withdraw money from a certain kind of annuity without paying taxes as long as you use it to pay for qualified long term [...]

A Tax Break for LTC Hybrids2016-12-14T17:06:29-08:00

Women, Longevity Risk & Retirement Saving

2016-12-14T17:06:29-08:00

Statistics point out the need to save early, save consistently & stay invested.   Will you live to be 100? If you’re a woman, your odds of becoming a centenarian are seemingly better than those of men. In the 2010 U.S. Census, over 80% of Americans aged 100 or older were women.1 Will you eventually live [...]

Women, Longevity Risk & Retirement Saving2016-12-14T17:06:29-08:00

It’s Time to Review Your Life Insurance

2016-12-14T17:06:30-08:00

Are you underinsured, or not insured at all? When was the last time you looked at your life insurance coverage? Why not do it now? Life insurance can be a remarkable utility as an estate planning and tax-saving tool. Whether you have no life insurance, or you haven’t reviewed your policy in a while, it [...]

It’s Time to Review Your Life Insurance2016-12-14T17:06:30-08:00

Tax Scams & Schemes

2016-12-14T17:06:31-08:00

The “dirty dozen” that criminals & cheats try to get away with year-round.    Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers resort to schemes in an effort to put one over on the IRS. These cons occur year-round, not just during tax season. In response to their frequency, [...]

Tax Scams & Schemes2016-12-14T17:06:31-08:00

Partnerhip Plans For Long Term Care

2016-12-14T17:06:32-08:00

Many states are assisting their residents to buy LTC insurance. Protect Your Assets A helping hand for a pressing need. With the baby boom generation maturing, numerous studies and articles have pointed out the rising need for long term care. Some state governments have directly responded to it. Now, many states have created [...]

Partnerhip Plans For Long Term Care2016-12-14T17:06:32-08:00

Why Don’t You Have Disability Income Insurance?

2016-12-14T17:06:33-08:00

If you are injured or ill, it could help you keep afloat financially. Protect Your Assets If you can’t work and pay your bills, how are you going to cope? Let’s say an injury or illness prevents you from doing your job. How do you deal with the lost income? Disability income insurance [...]

Why Don’t You Have Disability Income Insurance?2016-12-14T17:06:33-08:00

How LTC Insurance Can Help Protect Your Assets

2016-12-14T17:06:50-08:00

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 Assets2016-12-14T17:06:50-08:00

Why Do We Save So Little?

2016-12-14T17:06:51-08:00

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?2016-12-14T17:06:51-08:00

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