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 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 [...]
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 [...]