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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Pension Plan Limitations for 2019
Looking to max out your contributions to your retirement plan? Here are your limits: 401(k) Maximum Participant Deferral $19,000* *$25,000 for those age 50 or over, if the plan permits Defined Contribution Maximum Annual Addition [...]
Financial Literacy: Employees Who Know More Save More
Financial wellness and financial literacy is important for individuals and their employers, in part because of the role it may play in retirement. Individuals benefit when they are financially healthy, because it makes them more [...]
A Look Inside the Average 401(k) Plan: How Your Plan Compares
As an employer, you face a challenge: attracting and retaining the right talent is necessary to drive your business forward. At the same time, you likely feel a responsibility to help your employees achieve retirement [...]
Volunteer Vacations
They could be among the most memorable journeys you take. Travel with a difference: the essence of the volunteer vacation. You take the trip, you help make the difference for others, and perhaps you see [...]
Income Inequality and Its Impact on Women’s Retirement
Here are the facts. Generally speaking, women earn less than men, live longer than men, and often take time out of the workforce to have children and/or to care for an aging parent or sick [...]
Adding a Personal Backup With a Living Trust
The managers of well-run businesses usually name "backups" to keep things going smoothly -- just in case. That's also a smart plan for your personal finances, where you risk experiencing financial losses or other difficulties [...]