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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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 [...]
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 [...]