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.

Circuit Breakers Explained

2020-03-23T10:13:22-07:00

Over the past few weeks, investors may have been introduced to a new term they weren’t previously familiar with: circuit breakers. Today, we answer a few simple questions about circuit breakers: What is a circuit break? A circuit breaker is a built-in temporary halt or momentary pause in trading in the stock market. What are the [...]

Circuit Breakers Explained2020-03-23T10:13:22-07:00

How Markets Bottom

2020-03-20T09:29:57-07:00

With US equities firmly in a bear market, even the most long-term investors are now looking ahead to when the selling may stop and where the S&P 500 Index might ultimately bottom. “Nobody knows exactly how this market bottom will play out,” said LPL Financial Senior Market Strategist Ryan Detrick. “However, using history as guide, [...]

How Markets Bottom2020-03-20T09:29:57-07:00

Understanding Medicare: Parts A, B, C, and D

2020-01-03T04:05:27-08:00

Medicare contains many rules that beneficiaries and their caregivers are required to learn. Perhaps the best way to grasp the program's details is to review the major components of the Medicare program: Parts A, B, C, and D. Medicare Part A: Hospital Insurance This insurance is designed to help cover the following: Inpatient care [...]

Understanding Medicare: Parts A, B, C, and D2020-01-03T04:05:27-08:00

The SECURE Act: Providing Benefits for Retirement Savings for Employees and Employers

2020-01-15T04:10:41-08:00

The SECURE Act - Top 10 Key Provisions to Provide Retirement Savings Benefits for Employees and Employers Open Multiple Employer Plans / Pooled Employer Plans – The SECURE Act allows unrelated small employers to band together in “open” 401(k) multiple-employer plans (MEPs; also referred to as pooled employer plans (PEPs)). This reduces the costs and [...]

The SECURE Act: Providing Benefits for Retirement Savings for Employees and Employers2020-01-15T04:10:41-08:00

Retirement in Motion

2019-10-28T22:05:19-07:00

Retirement Planning Tips and resources that everyone can use Money Conversations When you are in a close relationship, it can be easy to put off talking about money with your partner. Even if you’re anxious about your financial situation, it’s important to be open to discussing it. It is possible to work toward multiple goals [...]

Retirement in Motion2019-10-28T22:05:19-07:00

Balancing Act: Income, Expenses and Withdrawals.

2019-10-30T23:51:21-07:00

In projecting what you’ll need to save in order to generate enough retirement income, it helps to (1) prepare a realistic household budget and (2) understand what types of expenses you’ll have once you stop earning a regular paycheck. Types of Expenses Fixed Expenses – “Must Haves” Mortgage or rent Taxes (income and property) Car [...]

Balancing Act: Income, Expenses and Withdrawals.2019-10-30T23:51:21-07:00

Income Inequality and Its Impact on Women’s Retirement

2019-07-26T03:15:38-07:00

Here are the facts. Generally speaking, women earn less than men, live longer than men, and often take time out of the workforce to have children and/or to care for an aging parent or sick loved one. The potential consequence of these realities? While most U.S. workers are facing a retirement savings deficit, for women, [...]

Income Inequality and Its Impact on Women’s Retirement2019-07-26T03:15:38-07:00

Beyond Retirement: What About Your Other Goals?

2019-04-09T04:18:44-07:00

Let's say that at the age of 25, you earned $35,000. If your salary increased at the average historical rate, you'd have earned nearly $2 million in total by the time you were 65.1,2 That might sound like a lot -- until you begin thinking about all the financial goals you'll need to juggle in [...]

Beyond Retirement: What About Your Other Goals?2019-04-09T04:18:44-07:00

FUNDAMENTAL: How to Focus on What Really Matters in the Markets

2018-12-21T22:30:39-08:00

We are pleased to announce the release of the LPL Research Outlook 2019 FUNDAMENTAL: How to Focus on What Really Matters in the Markets, filled with investment insights and market guidance for the year ahead. After nearly 10 years of witnessing the U.S. economy and stock market recover—and thrive—investors are starting to wonder if we’ve [...]

FUNDAMENTAL: How to Focus on What Really Matters in the Markets2018-12-21T22:30:39-08:00

Deciding When to Claim Retirement Benefits: Keys to Optimizing Social Security Income

2018-12-21T22:45:08-08:00

Many Americans rely on Social Security as a significant source of income in retirement. However, not everyone understands the rules surrounding these benefits. As a result, they may claim their benefits at a time that’s less than ideal for their circumstances, ultimately losing money in the process. There’s no magic age for when you should [...]

Deciding When to Claim Retirement Benefits: Keys to Optimizing Social Security Income2018-12-21T22:45:08-08:00
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