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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Appetite For Risk – What is Your Investment Style?
Many prospective investors eventually shy away from a commitment when they hear the dreaded “R” word: risk. By itself, risk is innocuous, carrying no special meaning or predictive result. But the idea that investing [...]
Switching Jobs? Managing Your Retirement Plan – IRA rollover and other options
Changing jobs can impact your 401k retirement plan. To minimize disruptions to your contributions and the vested portion of your previous employer’s contributions, it’s important to understand the choices you may have when you [...]
How to Tally Your Social Security Benefits
In an effort to save money, the Social Security Administration (SSA) stopped mailing annual statements nearly a decade ago. The yearly statements were helpful, as they helped workers estimate their Social Security benefits. Despite this [...]
Are We Saving More? Impact of Global Pandemic
One year ago, there was already troubling news about how little Americans had saved for retirement. Then the pandemic descended, multiplying those concerns. Local and national governments attempted to help with the immediate needs [...]
Date with destiny: 7 Stages of Retirement Planning
Seven age milestones that will impact your retirement planning As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your [...]
Higher Learning with a 529 Plan for College
During these uncertain times, 529 plans may make more sense than ever For many people, a 529 savings plan offers an opportunity to achieve an important life goal and improve overall financial health. As [...]