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.
Have a question about your finances?
We’re here to help. Book a no-pressure conversation with Erick.
Cultivating a realistic budget can help you harvest a better financial future
Spring is here and it’s time to think about growth potential—for both your garden and your journey toward financial wellness! The following steps can help you cultivate a budget that works for your life, [...]
Go Green – Help sustain the environment with these practical money-saving tips
Here are some easy ways to protect the environment and improve your budget at the same time. Wash your clothes in cold water. They get just as clean, but without the energy needed to [...]
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 [...]