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.

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

Self Employed Retirement Planning – Where the gig economy fails

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

More than 25 percent of all Americans have no savings to speak of, let alone a retirement nest egg. But for those without an employer plan, like a 401(k), that number is much, much larger. About 70 percent of so-called 1099 workers, including freelancers and contractors, said they have no long-term savings at all, according [...]

Self Employed Retirement Planning – Where the gig economy fails2016-12-14T17:04:57-08:00

A Fix For Confusion Around Social Security Benefits

2016-12-14T17:04:59-08:00

From On Wall Street Social Security spousal benefits and survivor benefits appear very similar on the surface. Both programs provide benefits to an individual based solely on their spouse’s work history. But scratch a little deeper and one finds a tangle of regulations and features that are just different enough to cause headaches for planners. The [...]

A Fix For Confusion Around Social Security Benefits2016-12-14T17:04:59-08:00

Covering the Costs of Long-Term Care

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

Long-term care insurance (photo from Shutterstock) Long-term care planning is really hard to talk about.  It can be frightening to imagine ourselves with diminished capacity and needing help from others. And since we find it challenging to discuss it, we often don’t plan for it. Very wealthy people can pay cash for upscale [...]

Covering the Costs of Long-Term Care2016-12-14T17:05:00-08:00

7 Steps to Financial Wellness

2016-12-14T17:05:16-08:00

The goal of good health should be at the core of decisions you make about money. As any wise person will tell you—and many have, from the Roman poet Virgil to Gandhi—health is wealth. The irony is that the converse is also true—a growing body of research suggests that financial problems actually can lead to [...]

7 Steps to Financial Wellness2016-12-14T17:05:16-08:00

What’s New? Social Security Changes, Savers Credit Increase and more

2016-12-14T17:05:17-08:00

Recent changes in the tax law could affect your benefits. Laws that were enacted as part of the Bipartisan Budget Act of 2015 included several new rules that might affect your Social Security and other tax benefits. End to Social Security “file and suspend” option Under the IRS file and suspend option, married couples could [...]

What’s New? Social Security Changes, Savers Credit Increase and more2016-12-14T17:05:17-08:00

Time, Not Timing, Is the Key to Long-term Success

2016-12-14T17:05:17-08:00

It’s not getting in and out of the market — it’s adhering to a sensible investment strategy over time When the markets undergo stress, some investors worry that their net worth is diminishing permanently. Sometimes, these folks panic, selling at or near a market bottom, and then wait too long to get back in once [...]

Time, Not Timing, Is the Key to Long-term Success2016-12-14T17:05:17-08:00

Doing the Math — How Much Will You Need for Retirement?

2016-12-14T17:05:18-08:00

Even though calculating a retirement savings goal is key to pursuing and maintaining a confident financial outlook, the Employee Benefit Research Institute reported in 2013 that just 46% of American workers have figured out how much money they will need to accumulate for retirement.1 And more than half admit that they are behind schedule when [...]

Doing the Math — How Much Will You Need for Retirement?2016-12-14T17:05:18-08:00
Go to Top