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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Erick Arndt named one of Valley 200’s Most Influential Leaders
Virtue Wealth Management Founder Erick Arndt was recently given the honor of being named in the Valley 200 Most Influential Leaders by the San Fernando Valley Business Journal! Valley 200 2022:Erick ArndtSCV StartupVirtue Wealth ManagementRetirement Partners [...]
The Three Buckets Principle
"I tell all my clients about the 3 buckets of financial planning." #1 - Emergency Have at least 3 months of savings set aside. This money should not be touched except for emergencies and [...]
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, [...]