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.

Gauging Your Financial Well-Being

2016-12-14T17:06:11-08:00

Six signs that you are in good shape. How well off do you think you are financially? If your career or life takes an unexpected turn, would your finances hold up? What do you think will become of the money you’ve made and saved when you are gone? These are major questions, and most people [...]

Gauging Your Financial Well-Being2016-12-14T17:06:11-08:00

Debunking a Few Popular Retirement Myths

2016-12-14T17:06:11-08:00

Certain misconceptions ignore the realities of retirement. Generalizations about money & retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. “When I’m retired, I won’t really have to invest anymore.” Many people see retirement as an end instead of a beginning – a [...]

Debunking a Few Popular Retirement Myths2016-12-14T17:06:11-08:00

Adjusting to Retirement

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

What people don’t always realize about life after work. If you have saved and invested consistently for retirement, you may find yourself ready to leave work on your terms – with abundant free time, new opportunities, and wonderful adventures ahead of you. The thing to keep in mind is that the reality of your retirement [...]

Adjusting to Retirement2016-12-14T17:06:12-08:00

Taking Taxes Into Account When Saving & Investing

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

It isn’t always top of mind, but it should be. How many of us save and invest with an eye on tax implications? Not that many of us, according to a recent survey from Russell Investments (the global asset manager overseeing the Russell 2000). In the opening quarter of 2014, Russell polled financial services professionals [...]

Taking Taxes Into Account When Saving & Investing2016-12-14T17:06:12-08:00

What Beneficiaries Need To Know

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

Beneficiaries: What do you do when an account owner passes away? If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths. While we all hope “that day” never comes, [...]

What Beneficiaries Need To Know2016-12-14T17:06:12-08:00

Less Protection for Inherited IRAs

2016-12-14T17:06:13-08:00

They are no longer exempt from creditors & bankruptcy proceedings. A SCOTUS ruling raises eyebrows. On June 12, 2014, the Supreme Court ruled 9-0 that assets held within inherited IRAs by non-spousal beneficiaries do not legally constitute “retirement funds.” Therefore, those assets are not protected from creditors under federal bankruptcy statutes.1,2 This opinion may have [...]

Less Protection for Inherited IRAs2016-12-14T17:06:13-08:00

The Retirement Mindgame

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

Retirement: Your outlook may influence your financial outcome.  What kind of retirement do you think you’ll have? An outstanding one? A depressing one? What if it all starts with your outlook? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement? A whole field of study has emerged [...]

The Retirement Mindgame2016-12-14T17:06:14-08:00

Alternative Approaches to Retirement Planning

2016-12-14T17:06:16-08:00

Is the conventional wisdom for everyone? Questioning traditional assumptions about retirement planning can be illuminating. Some retirement planners and economists argue that they need to be reexamined. Does most retirement planning focus on the future at the expense of the present? One noted economist makes that case. Laurence Kotlikoff, the former White House economic advisor [...]

Alternative Approaches to Retirement Planning2016-12-14T17:06:16-08:00

Do Your Investments Match Your Risk Tolerance?

2016-12-14T17:06:23-08:00

When was the last time you looked at the content of your portfolio?  When turbulence hits Wall Street, are you stressed out? If you have taken on too much risk in your portfolio – which can happen through intention or inattention – stock market volatility may make you anxious. So from time to time, it [...]

Do Your Investments Match Your Risk Tolerance?2016-12-14T17:06:23-08:00

Retirement Planning With Health Care Expenses in Mind

2016-12-14T17:06:26-08:00

It is only wise to consider what Medicare won’t cover in the future.  As you save for retirement, you also recognize the possibility of having to pay major health care costs in the future. Is there some way to plan for these expenses years in advance? Just how great might those expenses be? There’s no [...]

Retirement Planning With Health Care Expenses in Mind2016-12-14T17:06:26-08:00
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