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.

More Than Half of Workers Worry About Their Financial Future

2018-07-06T22:40:01-07:00

To help allay their fears, MetLife has issued the first of four white papers on financial wellness. Fifty-three percent of employees worry about their financial future, and 46% feel overwhelmed by financial decisions, according to MetLife’s annual Employee Benefit Trends Survey (EBTS). In response,  MetLife has created a four-part white paper series, “Financial [...]

More Than Half of Workers Worry About Their Financial Future2018-07-06T22:40:01-07:00

The Silent 170k – Boosting Employee 401k Plan Contributions

2018-06-25T19:15:17-07:00

Nearly 170,000 participants contributed $50 or less in 2016. Data show that these participants are less engaged than their peers. How do we gain their attention and get them to act?   The 170k—By the Numbers Out of the more than 1.4 million participants who were eligible to defer retirement plans at T. [...]

The Silent 170k – Boosting Employee 401k Plan Contributions2018-06-25T19:15:17-07:00

Estimating Your Social Security Benefits

2017-11-20T17:24:26-08:00

The Social Security Administration has stopped mailing out most yearly statements, but you can estimate your retirement benefit online. With growing uncertainty about the future of Social Security funding, the Social Security Administration (SSA) suspended most mailings of its annual statements. Previously, the SSA had sent all working Americans an annual statement about three months before [...]

Estimating Your Social Security Benefits2017-11-20T17:24:26-08:00

10 Reasons to Worry

2017-11-20T17:47:22-08:00

One of the oldest market sayings is: “markets climb a wall of worry”—needless to say, it is sometimes good to be cautious. We listed some of our worries recently in What Might Scare Markets, but the action in the S&P 500 Index over the past year—and so far in November—has that list growing. [...]

10 Reasons to Worry2017-11-20T17:47:22-08:00

Long-term Investment Success: Time

2017-09-26T02:23:30-07:00

Sticking to a sensible strategy potentially beats market timing. When the markets drop, sometimes investors panic, selling at or near a market bottom. Then they wait too long to get back in once the market recovers. More often than not, these investors make “market timing” decisions based more on emotion than logic. Much [...]

Long-term Investment Success: Time2017-09-26T02:23:30-07:00

Don’t Know Where You’re Heading? Any Road Will Take You There.

2017-10-24T21:14:20-07:00

Having a personal plan is the critical first step to organizing your finances and financial planning. Financial planning may seem daunting, if all you've ever done is pay bills and manage a checkbook. But personal planning is really, the first step to organizing your financial affairs and depends more on common sense than [...]

Don’t Know Where You’re Heading? Any Road Will Take You There.2017-10-24T21:14:20-07:00

Would You Rather have $1 Million or $5,000 a Month to Retire?

2017-10-09T15:44:24-07:00

Choosing between these values is all about your perspective.   Some people view having $1 million in the bank as more valuable than having an income of $5,000 per month. However, both values are roughly equivalent. This example illustrates what behavioral researchers call the illusion of wealth and the illusion of poverty.1 It [...]

Would You Rather have $1 Million or $5,000 a Month to Retire?2017-10-09T15:44:24-07:00

Delaying Retirement to Boost Finances

2017-10-24T21:21:29-07:00

Avoid these financial traps and save yourself money and stress in the long term. Americans are living longer, healthier lives, and this trend is affecting how they think about and plan for retirement. For instance, according to the Employee Benefit Research Institute, the age at which workers expect to retire has been rising slowly over [...]

Delaying Retirement to Boost Finances2017-10-24T21:21:29-07:00

401(k) Decisions – You Can Take It With You

2017-08-09T19:16:12-07:00

Still have money in a 401(k) at an old job? If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's 401(k) or retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit you more. [...]

401(k) Decisions – You Can Take It With You2017-08-09T19:16:12-07:00

The Value of Time

2017-09-05T15:15:23-07:00

Will you regret not fully understanding the value of time? When recent retirees are asked whether they would have done anything differently about their retirement planning process, many say they wish they’d started sooner. The mistake that people at all income levels make with retirement accounts is not starting at a younger age. [...]

The Value of Time2017-09-05T15:15:23-07:00
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