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.

Time for a Year End Financial Maintenance Check

2022-01-07T10:51:20-08:00

Perform this five-point inspection to help keep your retirement plan’s motor running smoothly Just like with a car, it’s a good idea to perform some annual maintenance on your retirement plan. Here’s a five-point inspection guide to help you continue to get good mileage out of your plan and ensure it stays reliable on [...]

Time for a Year End Financial Maintenance Check2022-01-07T10:51:20-08:00

Money Well Spent – Getting a Spending Plan Can Pay Off Big

2021-12-27T14:31:42-08:00

A fresh approach to spending can help put some sizzle in your retirement savings Despite all the budgeting and cash flow tracking apps available, many people still struggle to manage their spending habits on a daily basis. What if there was a simple blueprint you could follow that could help you manage the way [...]

Money Well Spent – Getting a Spending Plan Can Pay Off Big2021-12-27T14:31:42-08:00

Social Security Tips – Go to the Head of the Class

2021-10-05T15:14:10-07:00

Master these Social Security lessons to get a more realistic view of your retirement. According to Nationwide’s 8th Annual Social Security Consumer Survey, more than half of Americans express confidence that they know exactly how to optimize their Social Security benefits. However, only 6% actually understand all the factors that determine the maximum benefit [...]

Social Security Tips – Go to the Head of the Class2021-10-05T15:14:10-07:00

Date with destiny: 7 Stages of Retirement Planning

2021-03-05T07:39:01-08:00

Seven age milestones that will impact your retirement planning As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your retirement planning efforts. Taking the right retirement planning steps as you reach each of the following age milestones could help [...]

Date with destiny: 7 Stages of Retirement Planning2021-03-05T07:39:01-08:00

Optimizing Required Minimum Distributions (RMD)

2021-03-01T16:08:06-08:00

Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from IRAs and employer-sponsored retirement plans (previously, the threshold was 70 ½). The milestone carries with it tax consequences that are not fixed. Rather, there are a [...]

Optimizing Required Minimum Distributions (RMD)2021-03-01T16:08:06-08:00

Common Retirement Investment Mistakes

2021-02-25T10:34:11-08:00

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠1 While the number is up slightly from the 2018 survey (23%), it underscores a pervasive sense of uncertainty among those approaching retirement age. While there is [...]

Common Retirement Investment Mistakes2021-02-25T10:34:11-08:00

Begin Investing While You’re Young

2021-02-25T08:01:50-08:00

There’s a simple word that has profound implications for savings and investing: compounding. Like a snowball that grows as it rolls down a hill, compounding provides the potential for your money to grow, reinvesting your investment earnings. It is a basic model for growth potential, and the more you invest, the greater the opportunities [...]

Begin Investing While You’re Young2021-02-25T08:01:50-08:00

Leading Indicators Turn Positive

2020-06-22T09:10:41-07:00

Yesterday, The Conference Board released last month’s reading for its Leading Economic Index (LEI), a composite of leading data series, which showed a month-over-month increase of 2.8%. As seen in the LPL Chart of the Day, the return to positive territory follows three straight months of negative monthly growth. ”We noted that the pace of [...]

Leading Indicators Turn Positive2020-06-22T09:10:41-07:00

Retail Sales Beat Shows Consumers Coming Back Strong

2020-06-18T07:44:46-07:00

COVID-19 has decimated global demand as lockdowns materially re-shaped consumer and business behavior. Even as states have begun to re-open, significant questions remain about how demand could recover. The May retail sales print provided one of the first glimpses of that answer, rising 17.7% month over month and marking the largest monthly gain since data [...]

Retail Sales Beat Shows Consumers Coming Back Strong2020-06-18T07:44:46-07:00

Next Rate Hike We See May Be 2023

2020-06-15T07:48:46-07:00

The Federal Reserve (Fed) completed its third scheduled policy meeting of the year Wednesday, June 10, and continued to signal strong support for the economy, committing to keeping rates near zero until it is confident of a recovery and maintaining bond purchases (“quantitative easing”), at least at the current level. “Despite some early signs [...]

Next Rate Hike We See May Be 20232020-06-15T07:48:46-07:00
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