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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Saving college funds for children
As college costs are expected to continue climbing, let me help you plan for your child's education expenses. Life insurance can be vital in helping you save college funds for your children. Whether you're there [...]
Pensions pay guaranteed income for life. Can you get one?
After investing for 40 years, many people are tired and worn out from stock market “corrections”. They just don’t want to worry anymore. Some lucky people (teachers, firefighters, and police) have pensions that guarantee [...]
Long-term Care Benefits and What They Cover
Long-term care insurance coverage can help pay for home health care, nursing home costs, adult day care and other qualifying services. Benefits are paid tax-free after qualifying conditions are met.1 If you never need long-term care, [...]
Taking Stock of Uncertain Markets
In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock [...]
How much does life insurance cost?
The cost of life insurance may be less expensive than most people think. One survey found that respondents consistently overestimated the cost of term life coverage, and that half of the population estimated the cost of life [...]
How much life insurance do I need?
Investing & retirement resources It's not really about how much life insurance you need. It's how much money your family will need after you're gone. We’re here to help you make important decisions about insurance planning to [...]