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.

What Marriage Equality Means Financially

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

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 Financially2016-12-14T17:06:51-08:00

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR

2016-12-14T17:06:53-08:00

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 ADVISOR2016-12-14T17:06:53-08:00

Wise Decisions with Retirement in Mind

2016-12-14T17:06:53-08:00

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 Mind2016-12-14T17:06:53-08:00

The MyRA, the USARF & Cash Balance Plans

2016-12-14T17:06:53-08:00

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 Plans2016-12-14T17:06:53-08:00

2014 IRA Deadlines Are Approaching

2016-12-14T17:06:54-08:00

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 Approaching2016-12-14T17:06:54-08:00

Organizing Your Paperwork for Tax Season

2016-12-14T17:06:54-08:00

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 Season2016-12-14T17:06:54-08:00

Why Does Family Wealth Fade Away?

2016-12-14T17:06:54-08:00

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?2016-12-14T17:06:54-08:00

Looking Back at 2013

2016-12-14T17:06:56-08:00

How good a year was it for the economy? Statistics tell the tale. Was 2013 a terrific year for stocks? Absolutely. The good news wasn’t limited to Wall Street, however: the employment rate fell, the economy revved up, home prices rose and inflation pressure was minimal. Bulls triumphed. Christmas Eve brought the Dow’s 49th record [...]

Looking Back at 20132016-12-14T17:06:56-08:00

Why You Should Keep Contributing to Your 401(k)

2016-12-14T17:06:56-08:00

Save for retirement consistently, regardless of how the market behaves. There is seldom a dull moment on Wall Street. Stocks may rise or fall dramatically over the course of a year or a decade. Sometimes, breaking news may tempt you to pull money out of your 401(k) or greatly reduce your contributions. If you’re considering [...]

Why You Should Keep Contributing to Your 401(k)2016-12-14T17:06:56-08:00

Temporary Tax Provisions Set to Expire in 2014

2016-12-14T17:06:57-08:00

Some may be renewed, others may not be. At the end of every year, certain federal tax breaks face a sunset. Some are renewed, some expire. As 2014 will soon start, here is a list of some of notable tax provisions that may go away next year – offering some opportunities that you may want [...]

Temporary Tax Provisions Set to Expire in 20142016-12-14T17:06:57-08:00

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