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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Finally Some Income for Your Fixed Income
Looking for more income? The unrelenting move higher in U.S. Treasury yields continued last week making it the 15th week (out of the past 16 weeks) that the yield on the 10-year U.S. Treasury [...]
Wake-Up Call
Try these morning rituals to get your day off to the right start. What’s your current morning routine? Maybe it goes something like this: mutter an expletive as the alarm goes off, begrudgingly pull [...]
What is your debt-free forecast?
Do you know how long it will take you to get out of debt? When will you be debt-free? There was a time in my life when I had debt. In my mind, it [...]
Do you know if you’re paying too much in taxes?
Taxes can be a scary word. For many of us, tax is our largest expense. It’s a BIG number. We are taxed on the money we earn AND the money we spend. And the [...]
Money Mantras
Market swings causing you some anxiety? These four money mantras can help you overcome it. Whether it’s the continuing presence of the COVID-19 pandemic, a sudden boost in prices related to gas, food, housing [...]
Everything’s Better With Bacon
It even makes understanding inflation easier. “Bacon’s the best. Even the frying of bacon sounds like applause. Bacon bits are like the fairy dust of the food community.” – Jim Gaffigan Let’s face it: [...]