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.

Back To The Future

2017-02-06T18:25:54-08:00

What will work and life look like 30 years from now? Thirty years ago, the sci-fi comedy Back to the Future sent its hero, Marty McFly, back in time to 1955 to meet his parents. We won’t spoil the plot, but a good part of the movie’s adventures involve helping Marty and his eccentric friend [...]

Back To The Future2017-02-06T18:25:54-08:00

Smart Strategies to Get Out of Debt in 2017

2017-01-12T23:24:45-08:00

Nearly half of Americans are in debt, according to a GOBankingRates.com survey. A separate study found that paying off debt is the biggest source of financial stress in the U.S. Sometimes debt can help you get ahead, such as when you take out a loan to pay for college or start a business. Other times, [...]

Smart Strategies to Get Out of Debt in 20172017-01-12T23:24:45-08:00

6 Ways to Make Your Paycheck Go Further

2017-01-12T22:53:31-08:00

Whether you’re making seven figures or just starting out, one thing tends to be universal: how quickly your paycheck disappears. Here are some practical, doable and even fun ways to stretch your next paycheck further. 1. Break Out the Coupons Thanks to sites like Coupon Sherpa, Coupons.com and others, using coupons has never been easier. [...]

6 Ways to Make Your Paycheck Go Further2017-01-12T22:53:31-08:00

How and When to Sign Up for Medicare

2017-01-09T17:57:08-08:00

Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65. Your enrollment is also automatic when you are under 65, disabled, and receiving benefits from Social Security for 24 months. The [...]

How and When to Sign Up for Medicare2017-01-09T17:57:08-08:00

Using CRUTs & CRATs to Sell Your Business Interest

2016-12-14T18:31:51-08:00

These estate planning tools may also help in exit planning. Discover a pair of underappreciated exit planning vehicles. Charitable remainder unit trusts (CRUTs) and charitable remainder annuity trusts (CRATs) are commonly seen as estate planning tools. What frequently goes unseen is their value in exit planning for business owners. Does it look like you will [...]

Using CRUTs & CRATs to Sell Your Business Interest2016-12-14T18:31:51-08:00

Bonds 101: Learn the Basics

2017-01-09T18:47:55-08:00

There’s a lot to like about income-oriented investments Bond funds don’t always get the attention that stocks get among investors. But fixed income investments are an important part of the capital markets that deserve to be included in most investors’ portfolios. In fact, bond mutual funds have become an accepted way for U.S. households to [...]

Bonds 101: Learn the Basics2017-01-09T18:47:55-08:00

Retirement Tips and Resources

2016-12-23T19:30:46-08:00

Tips and resources that everyone can use Owning stock funds for the long haul If you are 50 or older, you may question whether you need to continue buying stocks in your portfolio. After all, stocks are risky, as we saw with steep losses in 2008 and 2009. But increased life expectancies and rising [...]

Retirement Tips and Resources2016-12-23T19:30:46-08:00

Protect the Nest Egg: A Four-Point Plan for Making Your Savings Last

2016-12-14T18:40:06-08:00

Like most investors, you may be concerned about outliving your money. To sustain your savings during retirement, consider strategies that may help address the following four money-diminishing factors: 1. Longer life expectancies In May 2016, scientists attended a Harvard conference to discuss a groundbreaking new idea — fabricating a human genome from scratch. Using a [...]

Protect the Nest Egg: A Four-Point Plan for Making Your Savings Last2016-12-14T18:40:06-08:00

Take a Keen Interest When Rates Rise

2016-12-14T17:04:53-08:00

Interest rates affect homeowners and credit card holders. But they also can have an indirect impact on the stock market. Interest rates generally refer to the Federal Reserve’s funds rate — the cost that banks are charged to borrow money from other U.S. banks. The Fed controls interest rates mostly as a way to ensure [...]

Take a Keen Interest When Rates Rise2016-12-14T17:04:53-08:00

Long Term Care Insurance – When Less Is More

2016-12-14T17:04:57-08:00

Martin Barraud | Getty Images As rate hikes increase, older Americans weigh dropping policies. Eileen Cheng, 70, is holding on to the long term care insurance policy she purchased 15 years ago, even with an expected rate increase. "If you're buying it at 60, you may need it when you're almost 80," she [...]

Long Term Care Insurance – When Less Is More2016-12-14T17:04:57-08:00
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