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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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: [...]
Messy Jobs Report Unlikely to Change Rate Hike Path – Biden Economy Failing?
Is the Biden Economy Failing? A disappointing jobs report against a messy backdrop of uncertain seasonal adjustments, diverging internal surveys, unknown future effects from the Omicron variant, and the expiration of the monthly child tax [...]
Stock Market Outlook 2022
Passing the Baton LPL Research Outlook 2022: Passing the Baton is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the economy continues to move forward, [...]