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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Budgeting For Baby
As the saying goes, "Parents are people who carry pictures in their wallets -- where their money used to be." The U.S. Department of Agriculture estimates that the cost of raising a child born in [...]
Buying Your First Home in 2020
Home ownership is the cornerstone of the American Dream. But before you buy a home, consider a number of things. First, look at buying a home as a lifestyle investment and only secondly as a [...]
The SECURE Act: Providing Benefits for Retirement Savings for Employees and Employers
The SECURE Act - Top 10 Key Provisions to Provide Retirement Savings Benefits for Employees and Employers Open Multiple Employer Plans / Pooled Employer Plans – The SECURE Act allows unrelated small employers to band [...]
CalSavers is here! Is your company required to offer a retirement plan now?
Have you had the Conversation?...about CalSavers 401k. Many people find themselves financially unprepared for their non-working retirement years. According to the most recent National Retirement Risk Index, nearly half of Americans age 55-59 have insufficient [...]
Top 5 Money Tips to CRUSH IT in 2020!
As a financial advisor, I experience highs and lows…and I’m not talking about the stock market. One of the areas I cherish most about what I get to do with my life is seeing people [...]
401(k) IRA and Pension 2020 Contribution Limits
New Contribution Limits for 401(k) Plans, Traditional and Roth IRA, and Pension Plans The IRS has announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2020. [...]