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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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 [...]
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. [...]