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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Retiring or Changing Jobs?
Here are a few tips on how to keep your 401(k) working for you. As more workers plan to continue working later in life, at more organizations, the ability to preserve their nest egg and [...]
Target Date Funds: Time to Move On?
For many defined contribution (DC) plan sponsors, offering target date funds1 as a qualified default investment alternative (QDIA) has become almost expected. A target date fund invests based on a particular date, such as the [...]
401k Participation, Savings Rates Rising
Employee participation and deferral rates in America’s qualified retirement plans remained strong in 2015. In fact, participation was up 5% from 2010, and average salary deferrals were nearly 7%. These trends show marked improvement in [...]
Packing Your Bags For Retirement?
The location decision should go beyond financial considerations of cost of living and taxes One of the natural consequences of baby boomers getting older is an intense interest in exploring new living options. In 2020, [...]
Retirement Planning Isn’t Just About the Money
The table has been beautifully set and the aromas from the kitchen are so alluring. The wine is chilling and the flowers in the centerpiece are both exquisite and pungent. You’re all ready to sit [...]
Self Employed Workers Fall Behind in Retirement Planning
Working in the "gig economy" can make it tougher to stay on top of saving for retirement. Four in 10 self-employed workers don't have a retirement account such as an IRA or 401(k) plan, according [...]