Retirement

Our Financial Advisors provide unrivaled retirement planning experise in Santa Clarita and across the US for our Wealth Management and Financial Planning clients. Our retirement planning clients include 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. Employees and retirement plan participants benefit from our fun and informative on-site seminars. 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.

Retirement Strategy After a Job Loss

2024-12-26T17:37:49-08:00

Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You're not alone if you’ve been laid off—or if the idea is an all-consuming concern. According to a November 2024 MarketWatch survey, 70% of [...]

Retirement Strategy After a Job Loss2024-12-26T17:37:49-08:00

Can I Create a Roth IRA if I’m Over the Income Limit?

2024-12-26T16:52:05-08:00

Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor Roth conversion,” is sometimes used by individuals whose incomes exceed the current limits for direct Roth IRA [...]

Can I Create a Roth IRA if I’m Over the Income Limit?2024-12-26T16:52:05-08:00

Unravelling the Rising Cost of Living

2024-10-10T09:46:24-07:00

Understanding What Drives Higher Prices Can Help Improve Retirement Planning According to the Employee Benefit Research Institute’s 2024 Retirement Confidence Survey, 83% of workers are concerned that the higher cost of living will make it harder to save as much as they want toward retirement. If you’re like most retirement savers, you’ve likely had concerns [...]

Unravelling the Rising Cost of Living2024-10-10T09:46:24-07:00

Roth or Regular? Your 401k or IRA Choices

2024-10-10T09:28:32-07:00

Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer a Roth 401(k) option in addition to a traditional, or regular, 401(k) option. However, just 17% of employees contribute to a Roth. If you have access to a Roth 401(k) [...]

Roth or Regular? Your 401k or IRA Choices2024-10-10T09:28:32-07:00

Medicare A, B, C, and D – Making Sense of it all

2024-05-09T15:22:49-07:00

With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs. Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes or who [...]

Medicare A, B, C, and D – Making Sense of it all2024-05-09T15:22:49-07:00

Financial Tip: Review All Your Insurance Policies Annually to Protect Your Assets

2024-05-08T13:55:48-07:00

Check Off Your Insurance Check-Up: An Insurance Coverage Checklist Insurance is one of the most crucial components of financial well-being, even though you may not necessarily receive an actual payout from a policy. Many things in life are especially valuable, such as your time, your health, your home, and even your life. Insurance can [...]

Financial Tip: Review All Your Insurance Policies Annually to Protect Your Assets2024-05-08T13:55:48-07:00

Trusts – Myths and Misconceptions about Estate Planning

2024-04-12T16:07:43-07:00

Trusts are an important part of an overall estate plan, and should not be overlooked For the average investor, setting up a trust with your estate attorney as part of estate planning can make a lot of sense. For wealthy investors, it can be nearly essential. So why then do only 33% of Americans [...]

Trusts – Myths and Misconceptions about Estate Planning2024-04-12T16:07:43-07:00

Roth Conversion – Tax Strategies to Consider

2024-02-22T14:30:09-08:00

Strategic Reasons for Partial Roth Conversions Before Year-End Looking for a tax-strategy for your investment portfolio? A Roth Conversion is something to consider. Both IRAs and 401(k)s provide the opportunity to cultivate tax-free growth within your investment portfolio. While contributions to Roth retirement assets incur taxes, the potential for tax-free growth and withdrawals in [...]

Roth Conversion – Tax Strategies to Consider2024-02-22T14:30:09-08:00

What to Expect Out of The Fed

2024-01-26T09:52:10-08:00

Key Takeaways Inflation expectations over the next 12 months have convincingly improved, giving the Federal Reserve (Fed) reasons to pivot. We will likely notice improving inflation dynamics later this week. Risk appetite improved as investors considered bringing cash off the sidelines and into capital markets, pushing the markets to new all-time highs. Building permits, [...]

What to Expect Out of The Fed2024-01-26T09:52:10-08:00

Good Debt vs Bad Debt

2023-12-05T14:05:01-08:00

The Two Faces of Debt - Good Debt vs. Bad Debt Understanding Good Versus Bad Debt Can Help You Make Smart Financial Moves Credit card debt is a huge challenge for many people. According to Debt.org, Americans owe $986 billion on credit cards, surpassing the prepandemic high of $927 billion. While credit card debt [...]

Good Debt vs Bad Debt2023-12-05T14:05:01-08:00
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