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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Moving Back in With Parents After Living Independently
Baby Boomers and Their “Boomerang” Children In recent years, many Baby Boomers have witnessed a growing trend: Their children are moving back home after graduating from college. I have many clients facing this right [...]
Indefinitely working from home? Use this opportunity to save money.
The pandemic caused many people to work from home, and some companies do not plan to return to office-based work until this summer, if ever. While you may view this as a mixed blessing, [...]
Strategies to protect your nest egg
Having a strategy to protect your assets is essential to long term financial success. You’ve worked hard to build your nest egg. But what if a life event caused you to deplete your savings so [...]
Breaking Down the Real Costs of Purchasing a Home
Before you start searching for a home, understand how much money you’ll really need. Home ownership has several advantages over renting, including lower monthly payments, deductible mortgage interest, and the accumulation of equity. But [...]
Munis Offer Compelling Relative Value Over Corporate Credit
Municipal Bonds Offer Compelling Value Over Corporate Credit The national municipal market has been under the same price pressures as the fixed coupon taxable markets this year as markets have aggressively repriced faster interest [...]
Spend Your Money with Intention – Creating a Spending Plan
Did You Tell Your Money What to Do? Learn how to spend your money with intention with a Spending Plan. Couples are made up of a saver…and a spender. Which one are you? The [...]