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, actionable guidance to help you make smarter financial decisions.
Have a question about your finances?
We’re here to help. Book a no-pressure conversation with our team.
Should You Worry About US Debt Ceiling?
The Debt Ceiling – My favorite client FAQs There’s a lot of talk about the Debt Ceiling. What is the Debt Ceiling and should we be scared that the US is coming up quickly [...]
How You Title Your Assets Matters
Many investors have more than one investment account. They have a 401k at work, an IRA, a Roth IRA, and one or more non-retirement investment accounts. How you name each one is very important. [...]
Earnings Estimates Impressively Rose. Recession likely?
Earnings Estimates for 2023 Impressively Rose Last Week With just over half of S&P 500 companies having reported results, the consensus estimate for S&P 500 year-over-year earnings growth in the first quarter is -3.7%, [...]
Pay it forward. How to teach your kids about money.
Pay It Forward - Teach Your Kids About Money & Kiddie Roth IRA! Looking To Teach a Child Some Important Money Lessons? Consider a Roth Custodial IRA. You started early and have saved hard [...]
Keep Your Money Safe With These Online Shopping Security Tips
Online Scams are Growing The 2022 holiday gift season is now in the rear-view mirror. If you’re like many other people, chances are you did a good amount of shopping online. After all, online [...]
Top Tips for Individuals from New Secure Act 2.0
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 [...]