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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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 [...]
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 [...]