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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Opinion: Consumer Inflation Falls Below 1% Over Second Half of 2022
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
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 [...]
Understanding Capital Gains Tax (for investors)
Capital Gains Tax Overview (for all investors) As an investor, you may be impacted by capital gains if you sell your investment – whether at a gain or loss. Understanding capital gains may help [...]
Are Post-Election Trends Supportive of Stocks?
Do we have a Santa Claus rally in the making? The midterms produced mixed government, which we see as supportive to stocks due to political gridlock reducing the policy uncertainty that can weigh on [...]
Ask Erick: Can I Contribute to a 401k AND a Roth IRA?
Erick, can I contribute to my 401k AND a Roth IRA? Yes, tax payers can max out their contributions to both 401ks and Roth IRAs, assuming their income threshold is below the amount that [...]
The U.S. Government Could Be on the Hook for $1 Trillion in Annual Interest Expenses
Do Rising Interest Rates Impact US Debt? Congress—and in particular, the House of Representatives—is invested with the “power of the purse”; the ability to tax and spend public money for the national government. And spend [...]