Articles from Your Financial Advisor in Santa Clarita
Here you’ll find clear, practical articles written by a fee-only fiduciary financial advisor in Santa Clarita. Whether you’re planning for retirement, looking to reduce taxes, navigating Medicare, or thinking about estate planning and legacy, you’ll find straightforward guidance. For personalized support, explore our Financial Advisor Services, Financial Planning for Individuals, or Business Retirement Plan Services.
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Retirement Tips – Don’t Make a Mistake on New RMD Calculation
Knowledge is Retirement Power Thanks to the passage of SECURE Act 2.0 at the end of last year, the age for starting required minimum distributions from your 401(k) has been increased from age 72 [...]
Market Performance After Rate Cut – Be Careful What You Wish For
Stock Market Performance After Fed Cuts Rates - Historical Perspective Market-watchers have been intensely focused on the Federal Reserve (Fed) this year. Recently, they’ve mostly opined on when the first rate cut might be [...]
2023 Last Minute Tax Savings Ideas
As you approach the year's end, it's so important to consider ALL potential tax strategies to optimize your financial situation. Here are some considerations to guide your decisions: Defer Income to 2024: Consider all opportunities [...]
Are You Saving Enough for Retirement?
Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement [...]
Is India the New China?
India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce, significant infrastructure spending, and [...]
Tax Changes Coming for 2025
Hold onto your hats, folks, because big tax changes are making their grand entrance! Spoiler Alert: taxes are going up! Guess what? Starting in 2025, prescription drug prices are getting a bit of a [...]