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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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 [...]
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 [...]