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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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 [...]
Why It’s a Mistake to Cash Out of Bonds When Rates Rise
Bond investors are clearly worried about rising rates in today’s environment. Many are protecting themselves by moving to very short-term investments, or even cash. But is their “safe” choice putting them at risk? [...]
Top 10 Issues Found in 401(k) Plans
Compiled from lists published by the IRS and plan auditors, here are 10 items to check and review to make sure your 401(k) plan is operating in line with IRS expectations: Failure to [...]
9 Steps to Raising Money-Smart Kids
There are many ways to teach your children good money sense. You can fall back on stories of how you used to earn, save and spend money all those years ago. You can fill their [...]
Balancing Frugality and Caring Dog Ownership
A couple of years ago, our family made the collective decision to get a family dog. I wasn’t particularly sold on the idea, but my wife and all of our children clamored to have [...]