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.

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

The Annual Financial Check-Up

2016-12-14T17:06:27-08:00

Don't ignore it. Here's why. Here’s the scenario … you get a card in the mail, one of those little reminders that tells you it’s time for your annual financial checkup. Your reaction: I’ll take care of that later. Here’s why you should look forward to it. Why do I need an annual review? Because [...]

The Annual Financial Check-Up2016-12-14T17:06:27-08:00

Throwing Out the 4% Rule

2016-12-14T17:06:27-08:00

This 1990s retirement planning principle seems questionable today. Learn the 4% Rule In 1994, a financial advisor named Bill Bengen published research articulating the “4% rule”,which became a landmark of retirement planning. The 4% rule postulates that a retirement nest egg can last 30 years if a retireewithdraws 4% of it per year [...]

Throwing Out the 4% Rule2016-12-14T17:06:27-08:00

How and When to Sign Up for Medicare

2016-12-14T17:06:28-08:00

Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65. Your enrollment is also automatic when you are under 65, disabled, and receiving benefits from Social Security for 24 months. The exception to [...]

How and When to Sign Up for Medicare2016-12-14T17:06:28-08:00

72(t) Distributions

2016-12-14T17:06:28-08:00

Sometimes you can take penalty-free early withdrawals from retirement accounts. Do you need to access your retirement money early? Usually, anyone who takes money out of an IRA or a retirement plan prior to age 59½ faces a 10% early withdrawal penalty on the distribution. That isn’t always the case, however. You may be able [...]

72(t) Distributions2016-12-14T17:06:28-08:00

IRS Announces New IRA Rollover Limitation

2016-12-14T17:06:31-08:00

A tax court ruling raises eyebrows & leads to a decision that may affect you.  What was once allowed is now prohibited. In 2008, an affluent New York City couple made a series of withdrawals and transfers among contributory IRAs, rollover IRAs and non-IRA investment accounts, all with the long-established 60-day deadline for tax-free IRA [...]

IRS Announces New IRA Rollover Limitation2016-12-14T17:06:31-08:00

Partnerhip Plans For Long Term Care

2016-12-14T17:06:32-08:00

Many states are assisting their residents to buy LTC insurance. Protect Your Assets A helping hand for a pressing need. With the baby boom generation maturing, numerous studies and articles have pointed out the rising need for long term care. Some state governments have directly responded to it. Now, many states have created [...]

Partnerhip Plans For Long Term Care2016-12-14T17:06:32-08:00

Why Don’t You Have Disability Income Insurance?

2016-12-14T17:06:33-08:00

If you are injured or ill, it could help you keep afloat financially. Protect Your Assets If you can’t work and pay your bills, how are you going to cope? Let’s say an injury or illness prevents you from doing your job. How do you deal with the lost income? Disability income insurance [...]

Why Don’t You Have Disability Income Insurance?2016-12-14T17:06:33-08:00
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