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.

Why Do We Save So Little?

2016-12-14T17:06:51-08:00

What’s good for the economy isn’t necessarily good for our future. Provided by Virtue Wealth Management Our parents & grandparents saved much more than we do. Most people who have read up on the economy for any length of time have heard of the personal saving rate (PSAVERT), which the Commerce Department calculates as the [...]

Why Do We Save So Little?2016-12-14T17:06:51-08:00

Hanging on Through the Turbulence

2016-12-14T17:06:52-08:00

Patience & diversification matter in all manner of stock market climates. Stocks rise, fall ... and rise again. Volatility certainly came back to Wall Street during the first several weeks of 2014 in the form of a 7.2% descent for the Dow Jones Industrial Average and a 5.9% retreat for the NASDAQ. The declines gave [...]

Hanging on Through the Turbulence2016-12-14T17:06:52-08:00

Retire at 65 … Or Not?

2016-12-14T17:06:52-08:00

Your assets matter more than your age. Isn’t 65 the traditional retirement age? Perhaps, but baby boomers are modifying the definition of a traditional retirement (if not redefining it altogether). The Social Security Administration has subtly revised its definition of the traditional retirement age as well. If you glance at the SSA website, the “full” [...]

Retire at 65 … Or Not?2016-12-14T17:06:52-08:00

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR

2016-12-14T17:06:53-08:00

Crucial questions & essential documents. The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation or wealth preservation, you may find yourself intellectually and emotionally engaged on a level you hadn't anticipated. It may actually give you a better [...]

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR2016-12-14T17:06:53-08:00

Wise Decisions with Retirement in Mind

2016-12-14T17:06:53-08:00

Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want, others don’t. Fate aside, it isn’t merely a matter of stock market performance or investment selection that makes the difference. There are certain dos and don’ts – some less apparent than others – that [...]

Wise Decisions with Retirement in Mind2016-12-14T17:06:53-08:00

The MyRA, the USARF & Cash Balance Plans

2016-12-14T17:06:53-08:00

New & old concepts to address the retirement savings gap. How many 401(k)s have more than $100k in them? According to the Employee Benefit Research Institute (EBRI), the average 401(k) balance at the end of 2012 was $63,929.1 Is this enough money to retire on? No – and this is only part of America’s retirement [...]

The MyRA, the USARF & Cash Balance Plans2016-12-14T17:06:53-08:00

2014 IRA Deadlines Are Approaching

2016-12-14T17:06:54-08:00

Here is what you need to know for 2014. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.  *April 1 is the absolute deadline to take an initial IRA Required Minimum Distribution (RMD). *April 15 is the deadline for making annual contributions to a traditional [...]

2014 IRA Deadlines Are Approaching2016-12-14T17:06:54-08:00

Why 2014 May Be a Very Good Year

2016-12-14T17:06:55-08:00

More improvement may be in store for the economy & the stock market.  Will the economy & the bull market make further strides next year? On both Wall Street and Main Street, 2013 has turned out better than many analysts expected. Will the recovery gain additional momentum in 2014, and will stocks climb even higher? [...]

Why 2014 May Be a Very Good Year2016-12-14T17:06:55-08:00

Making Your Money Work Harder for Retirement

2016-12-14T17:06:55-08:00

Little things you could do that could help you leave work a little sooner. Little things matter. When planning for retirement, people naturally think about the big things – arranging sufficient income, amassing enough savings, investing so that you don’t outlive your money, managing forms of risk. All of this is essential. Still, there are [...]

Making Your Money Work Harder for Retirement2016-12-14T17:06:55-08:00

Looking Back at 2013

2016-12-14T17:06:56-08:00

How good a year was it for the economy? Statistics tell the tale. Was 2013 a terrific year for stocks? Absolutely. The good news wasn’t limited to Wall Street, however: the employment rate fell, the economy revved up, home prices rose and inflation pressure was minimal. Bulls triumphed. Christmas Eve brought the Dow’s 49th record [...]

Looking Back at 20132016-12-14T17:06:56-08:00
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