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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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 [...]
Expect Inflation to be Contained Long Term
It’s tempting to predict runaway 1970s inflation as an April Fools’ Day joke. But at the risk of upsetting our friends in the compliance department, we’ll shoot straight here. With that important disclaimer out of [...]
What Happens to Your Retirement Plan When You Switch Jobs?
Congratulations on your new job! As you navigate through a new onboarding process, you stop suddenly when you get to the discussion of retirement plans. And then you think: What about my plan at [...]
Fiber Optics – Fiber For Heart Health
Celebrate American Heart Health Month by embracing more fiber in your diet According to the National Institutes of Health, most people consume less than half of the recommended amounts of fiber, despite the health [...]
Optimizing Required Minimum Distributions (RMD)
Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from IRAs and employer-sponsored retirement plans (previously, [...]