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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Bonds 101: Learn the Basics
There’s a lot to like about income-oriented investments Bond funds don’t always get the attention that stocks get among investors. But fixed income investments are an important part of the capital markets that deserve to [...]
Retirement Tips and Resources
Tips and resources that everyone can use Owning stock funds for the long haul If you are 50 or older, you may question whether you need to continue buying stocks in your portfolio. After [...]
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: 1. Longer life expectancies In May 2016, [...]
Take a Keen Interest When Rates Rise
Interest rates affect homeowners and credit card holders. But they also can have an indirect impact on the stock market. Interest rates generally refer to the Federal Reserve’s funds rate — the cost that banks [...]
Reducing Your Income to Escape the Alternative Minimum Tax
If you got hit by the federal alternative minimum tax last year or think you might get hit this year, now is the time to think about your tax planning. There may still be some [...]
Why Every Artist Should Go To Business Bootcamp
To sustain the creative process, you need balance, in artistry, and in business. The American dream is shifting. What was once a benefits package and early retirement has now become gigging and freedom. Creative types [...]