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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Squeeze Play: Gen Xers Especially Feel the Pinch
Saving for retirement can challenge the best of us. For one group of employees, the challenge seems particularly daunting. Your mid-career colleagues, those between 36 and 56 years of age, may sometimes feel the odds are stacked [...]
Debt Reduction Tips
Yes, You Can Get Out of Debt In America today, carrying some debt is unavoidable, and even desirable, for most households. But between mortgages, car payments, and credit cards, many Americans find themselves over their [...]
FUNDAMENTAL: How to Focus on What Really Matters in the Markets
We are pleased to announce the release of the LPL Research Outlook 2019 FUNDAMENTAL: How to Focus on What Really Matters in the Markets, filled with investment insights and market guidance for the year ahead. [...]
Deciding When to Claim Retirement Benefits: Keys to Optimizing Social Security Income
Many Americans rely on Social Security as a significant source of income in retirement. However, not everyone understands the rules surrounding these benefits. As a result, they may claim their benefits at a time that’s [...]
10 Things You Didn’t Know About Life Insurance
Life insurance blah blah blah. Is that what you hear when someone mentions it as part of your new job’s employee benefits round-up or when you see something about it on TV or social media? [...]
Is Your Retirement Income Recession Proof?
Retirement Income - Believe it or not, it's been 10 years since the Great Recession of 2008. That means we’ve had a whole decade to correct our financial missteps of the past, right? Unfortunately, there [...]