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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Protect the Nest Egg: A Four-Point Plan for Making Your Savings Last
Like most investors, you may be concerned about outliving your money.. To sustain your savings during retirement, consider strategies that may help address the following four money-diminishing factors: Longer life expectancies In May 2016, scientists [...]
Plan Sponsors: Employees Want Automatic Retirement Plan Features, So Why Not Offer Them?
Eighteen years ago, the retirement industry rolled out automatic enrollment to help combat employee inertia, increase participation in workplace retirement plans, and foster higher savings rates. Still, a surprising number of plan sponsors don’t offer [...]
4 Sane Ways to Pay Off Student Debt
If you’ve read any of the student-debt success stories circulated in the media lately, you might think the only way to pay down your debt is to give up coffee, your social life and your [...]
6 Methods to Pay Off Business Debt Quickly
When you own your own business, you are constantly juggling things, including both your personal and business bills. It can be stressful having to keep track of essentially two separate sets of finances for yourself [...]
Wealth Transfer In A Low Rate Environment
For those fortunate few individuals whose personal wealth exceeds the current estate-tax exemption threshold -- $5.43 million for 2015 rising to $5.45 million for 2016 -- today's historically low interest rate environment offers potentially powerful [...]
Taking A Second Look At Actively Managed Funds
There may be a role in your portfolio for managers who use research, analysis and experience in making investment decisions. For many investors, the debate between actively managed mutual funds and passive, or index funds [...]