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.

Understanding Capital Gains Tax (for investors)

2022-12-02T10:41:25-08:00

Capital Gains Tax Overview (for all investors) As an investor, you may be impacted by capital gains if you sell your investment – whether at a gain or loss. Understanding capital gains may help with your overall investment strategy and the potential to preserve your wealth. Below are a few insights into capital gains [...]

Understanding Capital Gains Tax (for investors)2022-12-02T10:41:25-08:00

Are Post-Election Trends Supportive of Stocks?

2022-11-23T11:04:15-08:00

Do we have a Santa Claus rally in the making? The midterms produced mixed government, which we see as supportive to stocks due to political gridlock reducing the policy uncertainty that can weigh on market sentiment. We are also moving into a stage of the presidential cycle that has been historically supportive. Year three [...]

Are Post-Election Trends Supportive of Stocks?2022-11-23T11:04:15-08:00

Ask Erick: Can I Contribute to a 401k AND a Roth IRA?

2022-11-21T11:12:37-08:00

Erick, can I contribute to my 401k AND a Roth IRA? Yes, tax payers can max out their contributions to both 401ks and Roth IRAs, assuming their income threshold is below the amount that would prohibit contributing to the Roth. Filing Status 2022 or 2023 Income range Maximum Annual Contribution Married filing jointly [...]

Ask Erick: Can I Contribute to a 401k AND a Roth IRA?2022-11-21T11:12:37-08:00

Saving college funds for children

2022-11-03T08:16:24-07:00

As college costs are expected to continue climbing, let me help you plan for your child's education expenses. Life insurance can be vital in helping you save college funds for your children. Whether you're there or not. I’ll help you determine how much you’ll need for your child’s education fund.  Here are some benefits of [...]

Saving college funds for children2022-11-03T08:16:24-07:00

Pensions pay guaranteed income for life. Can you get one?

2022-10-20T10:09:40-07:00

After investing for 40 years, many people are tired and worn out from stock market “corrections”. They just don’t want to worry anymore. Some lucky people (teachers, firefighters, and police) have pensions that guarantee them income for life.  What about the rest of us? Fortunately, we have options to consider. Did you know there [...]

Pensions pay guaranteed income for life. Can you get one?2022-10-20T10:09:40-07:00

Long-term Care Benefits and What They Cover

2022-10-12T16:06:25-07:00

Long-term care insurance coverage can help pay for home health care, nursing home costs, adult day care and other qualifying services. Benefits are paid tax-free after qualifying conditions are met.1 If you never need long-term care, your beneficiaries will receive your death benefit, tax-free. What does long-term care insurance cover? Long-term care insurance can help pay [...]

Long-term Care Benefits and What They Cover2022-10-12T16:06:25-07:00

Taking Stock of Uncertain Markets

2022-10-14T11:27:02-07:00

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. It has been a difficult year, not only for investors but also [...]

Taking Stock of Uncertain Markets2022-10-14T11:27:02-07:00

How much does life insurance cost?

2022-09-30T13:14:21-07:00

The cost of life insurance may be less expensive than most people think. One survey found that respondents consistently overestimated the cost of term life coverage, and that half of the population estimated the cost of life insurance at more than three-times the actual cost.1 So how much does life insurance really cost? That depends on the [...]

How much does life insurance cost?2022-09-30T13:14:21-07:00

How much life insurance do I need?

2022-09-27T14:26:52-07:00

Investing & retirement resources It's not really about how much life insurance you need. It's how much money your family will need after you're gone. We’re here to help you make important decisions about insurance planning to protect your loved ones. The right level of coverage When buying a life insurance policy, it's important to choose the [...]

How much life insurance do I need?2022-09-27T14:26:52-07:00

How do I choose the right life insurance product?

2022-09-19T11:41:11-07:00

Common Questions Why do I need life insurance? Life insurance can offer you some reassurance that the people you love will be taken care of if a tragedy strikes. Payouts are tax-free, so that’s one less thing they will need to worry about. What is the difference between the types of life insurance? Term life [...]

How do I choose the right life insurance product?2022-09-19T11:41:11-07:00
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