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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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 [...]
Three HSA Mistakes to Avoid
There are lots of advantages to an HSA. But you should keep these three potential pitfalls in mind before you decide to open an account: Contributing when you are no longer eligible – In 2020, [...]
Investing: Keep Your Head in the Game: Avoiding Mental Errors
In the sports world, a mental error can cost your team the big game. When you are investing, a mental error can put your retirement portfolio at risk. Mistakes often result from letting misconceptions and [...]
Ask Erick: Do small 401k plans have to worry about fiduciary liability?
Q: Our 401(k) plan is relatively small. Do we need to be concerned about fiduciary issues and lawsuits? It seems like there are bigger fish to fry! A: If your plan does not hold much [...]
A Financial Plan for All Seasons
Grab your sunglasses -- summer's here, and it's time to kick back and relax...(and create a financial plan). If only it were that easy. It would be great if all your worries disappeared when summer [...]