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.

401k Participation, Savings Rates Rising

2017-04-14T23:29:28-07:00

Employee participation and deferral rates in America’s qualified retirement plans remained strong in 2015. In fact, participation was up 5% from 2010, and average salary deferrals were nearly 7%. These trends show marked improvement in defined contribution (DC) plan uptake by U.S. workers, thanks to plan sponsors who’ve implemented plan designs intended to help improve [...]

401k Participation, Savings Rates Rising2017-04-14T23:29:28-07:00

Packing Your Bags For Retirement?

2017-04-14T23:08:20-07:00

The location decision should go beyond financial considerations of cost of living and taxes One of the natural consequences of baby boomers getting older is an intense interest in exploring new living options. In 2020, some 71 million Americans will be 55 or older ¬– the time when most begin to think seriously about when [...]

Packing Your Bags For Retirement?2017-04-14T23:08:20-07:00

Retirement Planning Isn’t Just About the Money

2017-04-14T21:40:48-07:00

The table has been beautifully set and the aromas from the kitchen are so alluring. The wine is chilling and the flowers in the centerpiece are both exquisite and pungent. You’re all ready to sit down and enjoy, but something is missing. You’re not hungry. Even though we design the most technically competent retirement plans, [...]

Retirement Planning Isn’t Just About the Money2017-04-14T21:40:48-07:00

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
Go to Top