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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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 [...]
College Won’t Pay for Itself. How Will You Pay for It?
You have more choices than you think. Is creating a college fund on your to-do list? Consider these options. 529 plans. Anyone can contribute to these savings vehicles. Some let you prepay college [...]
Are You Financially Ready to Retire?
What questions do you need to answer before you're sure you're financially ready? The day is finally approaching. You've been saving and investing most of your adult life for this moment, but now [...]
Potential Income Streams for Retired Women
Could you possibly arrange multiple income sources? On average, women receive 23% less Social Security income than men. In 2014 (the most recent year of data available), the average yearly Social Security benefit [...]
The Risks of D.I.Y. Investing & Financial Planning
In trying to do it yourself, there’s the chance you could do it all wrong. Many successful people refrain from trying to plan their financial futures. They delegate that job to professionals, [...]