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.

The Right Beneficiary

2016-12-14T17:06:58-08:00

Who should inherit your IRA or 401(k)? See that they do. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be able to answer such a question quickly and easily. Or you may be saying, “You know … I’m not totally [...]

The Right Beneficiary2016-12-14T17:06:58-08:00

Seriously?! Teaching Teens Good Money Habits

2016-12-14T17:06:59-08:00

Before your teenagers start working or head off to college, put them on the road to financial literacy Do your teenagers know how to manage their money? Many young people are no longer starting out their adult life in a traditional job with a pension. That’s why it’s critically important for them to form good [...]

Seriously?! Teaching Teens Good Money Habits2016-12-14T17:06:59-08:00

Women Need to Take Charge of Their Money

2016-12-14T17:07:00-08:00

Why do so many of us delegate financial responsibilities to others? Many women are in charge of their financial lives, and proudly so. Some have become their own financial captains as a result of life events; others have always steered their own ships. Even so, there are too many women who are left out of [...]

Women Need to Take Charge of Their Money2016-12-14T17:07:00-08:00

When a Family Member Dies

2016-12-14T17:07:02-08:00

A financial checklist for the most difficult of times. The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to that addressing financial matters related to a family member’s passing may be put on hold. This should be done, though, and it is better to do [...]

When a Family Member Dies2016-12-14T17:07:02-08:00

Questions to Ask When Drafting an Estate Plan

2016-12-14T17:07:04-08:00

Because you've worked hard to create a secure and comfortable lifestyle for your family, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve more of your assets for those you care about. [...]

Questions to Ask When Drafting an Estate Plan2016-12-14T17:07:04-08:00

Rise of the Global Consumer

2016-12-14T17:07:05-08:00

"The increasing affluence and the emergence of consumer classes in developing countries is a durable trend that should continue for many decades to come.” — Rob Lovelace, portfolio counselor Download this now: Rise of the Global Consumer Introduction: In Peru and other developing countries around the world, young men and women are doing things their parents never dreamed of. They are buying washing machines, taking their first [...]

Rise of the Global Consumer2016-12-14T17:07:05-08:00

Which Financial Documents Should You Keep On File?

2016-12-14T17:07:05-08:00

You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system”, you may have a tough time keeping tabs on your financial life. Organization will help you, your advisors [...]

Which Financial Documents Should You Keep On File?2016-12-14T17:07:05-08:00

Teach Your Children to Save for College

2016-12-14T17:07:05-08:00

Being part of the college planning process can be very educational for children, as it presents them with valuable financial lessons for the future. Children can earn money, learn about sources of financial aid, research potential colleges, and take other steps that may relieve their parents of some of the responsibility of college planning. Get [...]

Teach Your Children to Save for College2016-12-14T17:07:05-08:00

Ways the Middle Class Can Make a Difference for Charity

2016-12-14T17:07:07-08:00

You don’t need to be wealthy to make an impact and get a win-win. Do you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. If you’re not yet a millionaire or simply a “millionaire next door,” yet want to give, consider the following options which may [...]

Ways the Middle Class Can Make a Difference for Charity2016-12-14T17:07:07-08:00

Tax Deduction for Home Office

2016-12-14T17:07:08-08:00

The IRS just made taking a home office deduction that much easier. It recently announced a simple new option for tax years 2013 and forward. All taxpayers may now choose to calculate a home office deduction using a simplified “safe harbor” method. You just multiply the allowable square footage of qualified dwelling space you use [...]

Tax Deduction for Home Office2016-12-14T17:07:08-08:00

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