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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Estimating Your Social Security Benefits
The Social Security Administration has stopped mailing out most yearly statements, but you can estimate your retirement benefit online. With growing uncertainty about the future of Social Security funding, the Social Security Administration (SSA) suspended [...]
10 Reasons to Worry
One of the oldest market sayings is: “markets climb a wall of worry”—needless to say, it is sometimes good to be cautious. We listed some of our worries recently in What Might Scare Markets, [...]
Do You Need Travel Insurance?
Travel Insurance is offered by many providers and readily available but do you need it? Whether you need travel insurance is likely to depend on your level of coverage from existing homeowner's, medical, automobile, [...]
Diversification: A Big Word, With Bigger Investment Implications
When investing, don't put all of your eggs in one basket. Use diversification to manage risk and potentially enhance performance. In today's market environment, diversification is more important than ever.(1) But what is [...]
Distributions and Rollovers: What You Need to Know About Roth 401(k)s
The Roth 401(k) incorporates features of both Roth IRAs and traditional 401(k) plans. This article looks at rules governing distributions and rollovers that are unique to Roth plans. The Roth 401(k) resembles the Roth [...]
Long-term Investment Success: Time
Sticking to a sensible strategy potentially beats market timing. When the markets drop, sometimes investors panic, selling at or near a market bottom. Then they wait too long to get back in once [...]