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.

Retirement Readiness: Getting Employees’ Attention Is Key

2016-12-14T17:05:45-08:00

Having an effective employee engagement strategy is the most important component of a successful retirement plan, according to a recent white paper. The impacts of plan design, plan management, and investment solutions are all reduced without one. Engaging employees involves three major factors. First, plan sponsors need to understand that different employee groups, based on [...]

Retirement Readiness: Getting Employees’ Attention Is Key2016-12-14T17:05:45-08:00

Gen X Is Not Prepared to Retire

2016-12-14T17:05:45-08:00

Workers between the ages of 37 and 50 are poorly prepared for retirement, according to the 15th Annual Transamerica Retirement Survey of Workers. Only 24% of Generation X (those born between 1965 and 1978) reported that their greatest financial priority is saving for retirement. One-third of survey respondents expect a decline in their standard of [...]

Gen X Is Not Prepared to Retire2016-12-14T17:05:45-08:00

Beyond Retirement: What About Your Other Financial Goals?

2016-12-14T17:05:59-08:00

In addition to saving for retirement, there may be several other major financial goals you'll need to juggle in a lifetime. Let's say that at the age of 25 you earned $35,000. If your salary increased at the average historical rate, you'd have earned nearly $2 million in total by the time you were 65.¹ [...]

Beyond Retirement: What About Your Other Financial Goals?2016-12-14T17:05:59-08:00

Using CRUTs & CRATs to Sell Your Business Interest

2016-12-14T17:06:00-08:00

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 Interest2016-12-14T17:06:00-08:00

Pension Plans & Derisking

2016-12-14T17:06:01-08:00

Corporations are transferring pension liabilities to third parties. Where does this leave retirees? A new phrase has made its way into the contemporary financial jargon: derisking. Anyone with assets in an old-school pension plan should know what that phrase signifies. The derisking trend began in 2012. In that year, Ford Motor Co. made a controversial [...]

Pension Plans & Derisking2016-12-14T17:06:01-08:00

Creating a Budget for Retirement

2016-12-14T17:06:06-08:00

It only makes sense – yet many retirees live without one. The importance of creating a budget for retirement. You won’t be able to withdraw an unlimited amount of money in retirement, so a retirement budget is a necessity. Some retirees forego one, only to regret it later. Run the numbers before you retire. Years [...]

Creating a Budget for Retirement2016-12-14T17:06:06-08:00

Getting Financially Fit for Retirement at 50

2016-12-14T17:06:07-08:00

Things for trailing-edge boomers & Gen Xers to consider. When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may offer a powerful reminder to trailing-edge baby boomers and Gen Xers, many of whom are wrapping up their second act [...]

Getting Financially Fit for Retirement at 502016-12-14T17:06:07-08:00

The A, B, C, & D of Medicare

2016-12-14T17:06:07-08:00

Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Parts A & B: Original Medicare. America created a national health insurance program for seniors in 1965 with two [...]

The A, B, C, & D of Medicare2016-12-14T17:06:07-08:00

The Value of Life Insurance Trusts

2016-12-14T17:06:07-08:00

An estate planning option more families ought to know about. You may think of life insurance in very simple terms: you buy a policy so that your loved ones will have some financial assistance when you die. Its functionality doesn’t end there. If it looks like your accumulated wealth will be subject to estate taxes [...]

The Value of Life Insurance Trusts2016-12-14T17:06:07-08:00

Should You Buy the Dips

2016-12-14T17:06:08-08:00

Market retreats & corrections may herald opportunities. When stocks retreat, should you pick up some shares? If you like to buy and hold, it may turn out to be a great move. Buying during a downturn or a correction may seem foolish to many, but if major indexes sink and investors lose their appetite for [...]

Should You Buy the Dips2016-12-14T17:06:08-08:00
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