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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Putting Mind Over Matter
Do investors rely on emotion when investing? Many behavioral economists and psychologists believe they do. As much as we recognize the need to save, many small obstacles tend to get in the way. It turns [...]
Back To The Future
What will work and life look like 30 years from now? Thirty years ago, the sci-fi comedy Back to the Future sent its hero, Marty McFly, back in time to 1955 to meet his parents. [...]
Smart Strategies to Get Out of Debt in 2017
Nearly half of Americans are in debt, according to a GOBankingRates.com survey. A separate study found that paying off debt is the biggest source of financial stress in the U.S. Sometimes debt can help you [...]
6 Ways to Make Your Paycheck Go Further
Whether you’re making seven figures or just starting out, one thing tends to be universal: how quickly your paycheck disappears. Here are some practical, doable and even fun ways to stretch your next paycheck further. [...]
How and When to Sign Up for Medicare
Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65. Your [...]
Using CRUTs & CRATs to Sell Your Business Interest
These estate planning tools may also help in exit planning. Discover a pair of underappreciated exit planning vehicles. Charitable remainder unit trusts (CRUTs) and charitable remainder annuity trusts (CRATs) are commonly seen as estate planning [...]