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.

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

How Is Health Care Reform Affecting the Federal Deficit?

2016-12-14T17:06:09-08:00

Some analysts think it is helping reduce the deficit; but others wholeheartedly disagree. Has the Affordable Care Act actually cut Medicare spending? The numbers from the Congressional Budget Office make a pretty good argument for that, and suggest that the ACA has had a distinct hand in the recent drop in the federal deficit. Detractors [...]

How Is Health Care Reform Affecting the Federal Deficit?2016-12-14T17:06:09-08:00

Fall Financial Reminders

2016-12-14T17:06:09-08:00

The year is coming to a close. Have you thought about these financial ideas yet? As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives. Don’t forget that IRA RMD. If you own one or more traditional IRAs, you [...]

Fall Financial Reminders2016-12-14T17:06:09-08:00

IRS Raises Retirement Plan Contribution Limits 2015

2016-12-14T17:06:10-08:00

Roth & traditional IRAs won’t get 2015 COLAs, but other plans will. 2015 Retirement Plan contribution limits went up A little inflation means a little adjustment. As the Consumer Price Index is up 1.7% over the last 12 months, the federal government is giving Social Security benefits a 1.7% boost for 2015 and [...]

IRS Raises Retirement Plan Contribution Limits 20152016-12-14T17:06:10-08:00

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
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