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.
Using Life Insurance to Ensure Business Continuity
The loss of critical personnel can be life threatening to small businesses; however, it's a risk that life insurance can often mitigate. In fact, life insurance policies are frequently incorporated in plans aimed at making [...]
Proper Financial Planning: Critical for Women
A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life [...]
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. [...]