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.

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Financial Tips and Great Ideas to Help You in 2023
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Financial Tips and Great Ideas to Help You in 2023

Erick Arndt2023-02-02T17:14:06-08:00February 23rd, 2023|Categories: Bonds, Budgeting, Businesses, Debt, Employer Sponsored Retirement Plans, Financial, financial planning, Governments, Investing, Personal Finance, retirement planning, Taxes|Tags: 401k limit 2023, beneficiary designation, budgeting tip, catch up contribution, pareto, retirement visa|

Here are some of my favorite financial and lifestyle tips as you start the year Knowledge is Retirement Power Especially When You're Traveling Looking to see more of the world during retirement? Some countries [...]

Four Ways Interest Rate Hikes Can Affect Your Finances
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Four Ways Interest Rate Hikes Can Affect Your Finances

Erick Arndt2023-01-19T09:52:51-08:00February 9th, 2023|Categories: Bonds, financial planning, Governments, Investing, Personal Finance, retirement planning, Taxes|Tags: asset, debt, financial planning, liability, net worth, retirement income|

Besides slowing the economy, higher rates affect your personal finances. Unless you live on another planet, you are fully aware of this thing called inflation — whether you’re at the grocery store, a gas [...]

Earnings Up but Stocks Are Down… Not as uncommon as you’d think
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Earnings Up but Stocks Are Down… Not as uncommon as you’d think

Erick Arndt2023-03-20T17:13:20-07:00January 26th, 2023|Categories: Bonds, financial planning, Governments, Investing, Personal Finance, retirement planning, Taxes|Tags: corporate earnings, S&P 500, stock market|

Investors often talk about how earnings drive stock prices. But that begs the question how so many strategists and pundits expect earnings to fall in 2023 and stocks to rise? That’s our view in [...]

Maximizing Retirement Income
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Maximizing Retirement Income

Erick Arndt2023-11-20T15:56:59-08:00January 22nd, 2023|Categories: financial planning, Investing, Personal Finance, retirement planning, Taxes|Tags: 401k, rmd, roth 401k, roth ira, tax bracket|

Doing Some Tax Planning Now Can Pay Off Later in Retirement For many people, retirement is not a time to slow down and stop. It’s a time to explore the next great chapters of [...]

Opinion: Consumer Inflation Falls Below 1% Over Second Half of 2022
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Opinion: Consumer Inflation Falls Below 1% Over Second Half of 2022

Erick Arndt2023-01-12T16:34:49-08:00January 12th, 2023|Categories: Bonds, financial planning, Governments, Investing, Personal Finance, retirement planning, Taxes|Tags: asset, debt, financial planning, liability, net worth, retirement income|

We received our final reading on Consumer Price Index (CPI) inflation for 2022 this morning, which gave us the inflation numbers for December 2022. Helped by declining energy prices, the index fell 0.1% in [...]

Financial Planning – Get the Big Picture for You and Your Family
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Financial Planning – Get the Big Picture for You and Your Family

Erick Arndt2022-12-14T11:44:26-08:00December 14th, 2022|Categories: Bonds, Budgeting, College Planning, Debt, Employer Sponsored Retirement Plans, Estate Planning, financial planning, Insurance, Investing, Kids, Personal Finance, retirement planning, Taxes|Tags: asset, debt, financial planning, liability, net worth, retirement income|

Financial Planning - The Big Picture for You and Your Family Do you picture yourself owning a new home...starting a business... or retiring comfortably? These are a few of the financial goals that may [...]