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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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 [...]
Clever Tactics To Help Employees Achieve Retirement Success
Behavioral finance strategies improve the odds Generally speaking, we don’t encourage being shifty. But applying a few innovative moves in your 401(k) plan could result in increased retirement savings for your employees. That’s because, when [...]
401k Plan Sponsors Ask Erick
Q: We keep hearing about participant lawsuits against 401(k) plans, and strive to do our best to avoid situations that could lead to one. Part of that is using prudent processes in the plan. We [...]
Retirement in Motion
Retirement Planning Tips and resources that everyone can use Money Conversations When you are in a close relationship, it can be easy to put off talking about money with your partner. Even if you’re anxious [...]
Student Debt Putting Retirement Planning on Hold?
Near-retirees and midcareer workers feeling similar stress as recent college grads. There’s no doubt that the rising cost of college is putting lots of financial stress on American workers. Frequently, the cost of a 4-year [...]