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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Beyond Retirement: What About Your Other Goals?
Let's say that at the age of 25, you earned $35,000. If your salary increased at the average historical rate, you'd have earned nearly $2 million in total by the time you were 65.1,2 That [...]
Are You Ready for the Internet of Things?
By 2020, it could be in place. Imagine your home or office completely wired. Everything is voice activated or Web activated. All your devices are artificially intelligent, and you can control them remotely. This is [...]
Have You Been “Glamping”?
Nature + creative comforts = a nice camping upgrade. Take camping, infuse it with a little glamour, and you have “glamping”. The tent is set up for you, complete with a nice bed, outlets and/or [...]
Lower Your Stress Level at Work
Tips and techniques to deal with impatience and anxiety. How can you rein in stress on the job? Some simple steps can help you ease tension and leave you in a better frame of mind. [...]
What Makes a Cruise Vacation Great?
Look for these characteristics as you plan a voyage. Cruises abound, appealing to all manner of audiences. Many of them are good, but what are the special touches that make certain ones great? More amenities [...]
2019 Q1 401k Plan Sponsor’s Calendar
401k Plan Sponsor’s Quarterly Calendar April If a plan audit is required in connection with the Form 5500, make arrangements with an independent accountant/auditor for the audit to be completed before the Form 5500 due [...]