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.

Top Tips for Individuals from New Secure Act 2.0

2023-03-20T17:15:54-07:00

Get informed on the SECURE 2.0 Act The SECURE 2.0 Act is a bipartisan comprehensive retirement legislation signed into law on December 29, 2022. Here are some interesting takeaways that might impact you: Required minimum distribution (RMD) age increases from 72 to 73 The age 72 trigger for taking RMDs is raised to age [...]

Top Tips for Individuals from New Secure Act 2.02023-03-20T17:15:54-07:00

Financial Tips and Great Ideas to Help You in 2023

2023-02-02T17:14:06-08:00

Here are some of my favorite financial and lifestyle tips as you start the year Knowledge is Retirement Power Especially When You're Traveling Looking to see more of the world during retirement? Some countries have created visa policies designed specifically for retirees. These retirement visa programs may also provide special benefits and incentives to [...]

Financial Tips and Great Ideas to Help You in 20232023-02-02T17:14:06-08:00

Four Ways Interest Rate Hikes Can Affect Your Finances

2023-01-19T09:52:51-08:00

Besides slowing the economy, higher rates affect your personal finances.  Unless you live on another planet, you are fully aware of this thing called inflation — whether you’re at the grocery store, a gas station, buying clothes online, hiring a contractor or doing almost any other thing that requires spending money for something. Earlier [...]

Four Ways Interest Rate Hikes Can Affect Your Finances2023-01-19T09:52:51-08:00

Earnings Up but Stocks Are Down… Not as uncommon as you’d think

2023-03-20T17:13:20-07:00

Investors often talk about how earnings drive stock prices. But that begs the question how so many strategists and pundits expect earnings to fall in 2023 and stocks to rise? That’s our view in LPL Research. Let’s look at the histories of earnings growth and price performance for the S&P 500 Index on a [...]

Earnings Up but Stocks Are Down… Not as uncommon as you’d think2023-03-20T17:13:20-07:00

Maximizing Retirement Income

2023-11-20T15:56:59-08:00

Doing Some Tax Planning Now Can Pay Off Later in Retirement For many people, retirement is not a time to slow down and stop. It’s a time to explore the next great chapters of your life and build upon everything you’ve learned and experienced so far.  Another thing that doesn’t slow down or stop [...]

Maximizing Retirement Income2023-11-20T15:56:59-08:00

Opinion: Consumer Inflation Falls Below 1% Over Second Half of 2022

2023-01-12T16:34:49-08:00

We received our final reading on Consumer Price Index (CPI) inflation for 2022 this morning, which gave us the inflation numbers for December 2022. Helped by declining energy prices, the index fell 0.1% in December, in line with economists’ consensus expectation and the largest monthly decline since April 2020. Consumer inflation advanced less than [...]

Opinion: Consumer Inflation Falls Below 1% Over Second Half of 20222023-01-12T16:34:49-08:00

Financial Planning – Get the Big Picture for You and Your Family

2022-12-14T11:44:26-08:00

Financial Planning - The Big Picture for You and Your Family Do you picture yourself owning a new home...starting a business... or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag. That's where financial planning comes in. Financial planning is [...]

Financial Planning – Get the Big Picture for You and Your Family2022-12-14T11:44:26-08:00

Understanding Capital Gains Tax (for investors)

2022-12-02T10:41:25-08:00

Capital Gains Tax Overview (for all investors) As an investor, you may be impacted by capital gains if you sell your investment – whether at a gain or loss. Understanding capital gains may help with your overall investment strategy and the potential to preserve your wealth. Below are a few insights into capital gains [...]

Understanding Capital Gains Tax (for investors)2022-12-02T10:41:25-08:00

Are Post-Election Trends Supportive of Stocks?

2022-11-23T11:04:15-08:00

Do we have a Santa Claus rally in the making? The midterms produced mixed government, which we see as supportive to stocks due to political gridlock reducing the policy uncertainty that can weigh on market sentiment. We are also moving into a stage of the presidential cycle that has been historically supportive. Year three [...]

Are Post-Election Trends Supportive of Stocks?2022-11-23T11:04:15-08:00

Ask Erick: Can I Contribute to a 401k AND a Roth IRA?

2022-11-21T11:12:37-08:00

Erick, can I contribute to my 401k AND a Roth IRA? Yes, tax payers can max out their contributions to both 401ks and Roth IRAs, assuming their income threshold is below the amount that would prohibit contributing to the Roth. Filing Status 2022 or 2023 Income range Maximum Annual Contribution Married filing jointly [...]

Ask Erick: Can I Contribute to a 401k AND a Roth IRA?2022-11-21T11:12:37-08:00
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