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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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 [...]
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 [...]