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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How to Make the Tax Code Work for You
How to Make the Tax Code Work for You By April 11, 2025, over 117 million taxpayers had dutifully filed their federal income tax returns. And they all made decisions about deductions and credits – [...]
Baby on Board – Starting a Family
Starting a Family? Consider Life Insurance To Protect What’s Most Important Starting a family brings joy, responsibility — and the need to plan for the unexpected. Life insurance may not be the first thing on [...]
Is a SEP-IRA Right for Your Business?
If you're like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement strategy for your business can become a casualty. The idea of [...]
What are Catchup Contributions?
A recent survey found that 24 percent of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 33 percent are not confident.1 In 2001 congress [...]
Five Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. [...]
How Income Taxes Work
Taxpayers and businesses spend an estimated 7.1 billion hours a year complying with tax-filing requirements, which is worth $388 billion in economic value just to comply with tax regulations.1 As complex as the details of [...]