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.
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. [...]
The Lowdown on Health Savings Accounts
With longer life spans come extended healthcare needs — and significantly more dollars required to pay for them It’s more likely today that you’ll live longer than your grandparents did. The flip side is that [...]
2020 Market Outlook – Bringing the Markets into Focus
“At LPL Research, as we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch, including progress on U.S.-China trade discussions, an encouraging outlook [...]