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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There is no getting around it. Paying for college is expensive.
What goals do you have for your child? The average cost of college in the United States is $35,720 per student per year. This number has tripled in 20 years! If you hope to send [...]
Determining if it Makes Sense to Move or Remodel
If you already own your home or have significantly paid down your mortgage, your first instinct might be to make it larger or more efficient. But you must weigh the time, expense, and inconvenience [...]
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 [...]