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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Sharing Finances After Marriage
After marriage, couples typically combine a number of things – their belongings, their families and, often, their finances. While money ranks high on the list of things couples fight about most, experts say there are [...]
Social Security Feels Pinch As Baby Boomers Clock Out For Good
About 10,000 Baby Boomers turn 65 each day. A Baby Boomer is a term that denotes a person who was born between 1946 and 1964. The Baby Boomer represents nearly 20% of the American public. [...]
What You Can Do About Your Credit Score
Tips to improve it and how long it will take. Roughly half of millennials have bad credit. Consumer credit reporting agency TransUnion says that 43% of borrowers in the 18-36 age bracket have credit scores under [...]
Ways to help adult children become financially independent
When it comes to our children, for many of us, there is almost nothing we wouldn’t do for them when we’re needed. But when it comes to our adult children, sometimes the best [...]
More Than Half of Workers Worry About Their Financial Future
To help allay their fears, MetLife has issued the first of four white papers on financial wellness. Fifty-three percent of employees worry about their financial future, and 46% feel overwhelmed by financial decisions, [...]
The Silent 170k – Boosting Employee 401k Plan Contributions
Nearly 170,000 participants contributed $50 or less in 2016. Data show that these participants are less engaged than their peers. How do we gain their attention and get them to act? The [...]