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.

Taxes Matter – What You Need To Know About IRA Rollovers

2016-12-14T17:05:20-08:00

When you change jobs, it may be tempting to cash out your 401(k) plan. But doing this could derail your retirement savings just when it’s important to keep your money growing tax-deferred. Rolling over your assets to an individual retirement account (IRA) is one of the most popular options available to help keep your money [...]

Taxes Matter – What You Need To Know About IRA Rollovers2016-12-14T17:05:20-08:00

Retirement in Motion – Tips Everyone Can Use

2016-12-14T17:05:20-08:00

Boomers on the Brink: Issues Affecting Participants as They Approach Retirement Estate planning is not just for millionaires Having a core set of current planning documents, including a will, power of attorney and health care proxy, is critical to ensuring your wishes are carried out after you die. The operative word is “current.” You need [...]

Retirement in Motion – Tips Everyone Can Use2016-12-14T17:05:20-08:00

Investing in Your 20s and 30s: Millennials Think Differently

2016-12-14T17:05:21-08:00

Staying socially and emotionally engaged may be key to investing for your future Millennials are often criticized in the press for putting off financial planning and being too risk-averse. According to a 2014 survey, millennials devote less than one-third (28%) of their portfolio to stocks and over half (52%) to cash, while non-millennials keep almost [...]

Investing in Your 20s and 30s: Millennials Think Differently2016-12-14T17:05:21-08:00

Walk The Red Carpet To Retirement

2016-12-14T17:05:21-08:00

Supporting actors can help prepare you for your retirement close-up It’s no coincidence that the best film award of the year is announced at the very end of the annual Academy Awards® in Los Angeles.1 While it is entertaining to watch stars pose on the red carpet, laugh at Billy Crystal dancing across the stage, [...]

Walk The Red Carpet To Retirement2016-12-14T17:05:21-08:00

Lofty Goals, Limited Means: Finding Ways to Boost Your Investments

2016-12-14T17:05:23-08:00

If you're ready to start investing or ramp up your current investment initiatives but there just doesn't seem to be enough money left over at the end of the month, don't give up. The following strategies could help you manage your money better and free up resources for your investment goals. Start budgeting. While most [...]

Lofty Goals, Limited Means: Finding Ways to Boost Your Investments2016-12-14T17:05:23-08:00

Understanding Your Retirement Income Replacement Ratio

2016-12-14T17:05:24-08:00

Although the term retirement income replacement ratio sounds formidable, it's actually an easily understood concept that doesn't require any fancy math. The ratio helps you zero in on your retirement savings goal and periodically measure your progress as you move toward your target. Will you need 60%, 75%, 90%, or even 100% of the income [...]

Understanding Your Retirement Income Replacement Ratio2016-12-14T17:05:24-08:00

When It Comes to Retirement, Timing Is Everything

2016-12-14T17:05:25-08:00

Most everyone dreams of the day they can finally retire and live the life of leisure. Yet recent evidence suggests that most near-retirees and retirees need to do a better job of timing and long-term planning. One study, conducted by the Society of Actuaries, looked at retirement risk factors and concluded that while decisions around [...]

When It Comes to Retirement, Timing Is Everything2016-12-14T17:05:25-08:00

The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle

2016-12-14T17:05:25-08:00

Although many Americans now plan for a retirement up to 20 years, your retirement may last much longer. Believe it or not, living nearly a century may someday soon be almost commonplace. As a result, rather than thinking of retirement as the final stage of life, a more realistic approach may be to view it [...]

The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle2016-12-14T17:05:25-08:00

Shielding Retirement Assets From Taxes

2016-12-14T17:05:25-08:00

For many investors, a large portion of their investments are held in 401(k)s, IRAs, or other tax-favored retirement vehicles. While these accounts can be ideal for sheltering retirement savings from taxes both preretirement and post-retirement, they can also be highly vulnerable to tax losses in an estate, if they are not bequeathed properly. For instance, [...]

Shielding Retirement Assets From Taxes2016-12-14T17:05:25-08:00

Loans Now, Groans Later? You Could Regret Borrowing From Your Plan

2016-12-14T17:05:26-08:00

While borrowing money from your retirement plan may sound appealing at first glance, what you need to recognize is that it could leave you with less money to live on in retirement. Certainly, with such a loan, your contributions are your own money, and you'll be repaying yourself as you repay the loan. What could [...]

Loans Now, Groans Later? You Could Regret Borrowing From Your Plan2016-12-14T17:05:26-08:00
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