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.

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

What Is the Difference Between a Traditional IRA and a Roth IRA?

2016-12-14T17:05:28-08:00

There are some key differences between these two types of individual retirement accounts (IRAs). While the contribution limits are the same for both, each has its own specific rules and potential benefits (see table below). It's important to review both types of vehicles and plan your IRA strategy carefully. No matter which type you choose, [...]

What Is the Difference Between a Traditional IRA and a Roth IRA?2016-12-14T17:05:28-08:00

Clearing Financial Hurdles on the Road to Retirement

2016-12-14T17:05:31-08:00

When friends and loved ones finally raise their glasses to bid you a long and healthy retirement, you do not want to be worrying about how your bills will get paid. That is why it is so important to participate in your company's retirement plan now. On the road to retirement, however, other financial challenges [...]

Clearing Financial Hurdles on the Road to Retirement2016-12-14T17:05:31-08:00

Retirement Planning: Tips and Resources for Everyone

2016-12-14T17:05:38-08:00

Boomers on the Brink: Issues Affecting Participants as They Consider Retirement Planning Will you still need me when I’m 64—or is it 65? Some birthdays are more important than others when it comes to retirement planning. Here are some milestones to remember. Age 50 More money can be placed in your retirement plan this year. Put [...]

Retirement Planning: Tips and Resources for Everyone2016-12-14T17:05:38-08:00

Plan Sponsor Quiz: Roth 401(k) Options

2016-12-14T17:05:40-08:00

Whether your 401(k) plan currently offers this feature or its addition to the plan is just being considered, why not take the following quiz to test your knowledge of this provision that continues to grow in popularity? Test Yourself on Roth 401(k): The income limits that apply to Roth IRAs also apply to Roth 401(k) [...]

Plan Sponsor Quiz: Roth 401(k) Options2016-12-14T17:05:40-08:00
Go to Top