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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Election 2016 and Trump Presidency: Thoughts from our CIO
Dear Valued Investor, Donald Trump has completed his landmark quest and will become the nation's 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of [...]
5 Tips to Manage the Variable Costs of Your Budget
It’s a good idea to have a budget, even if it’s an informal one. Some of us do pretty well with the fixed-cost part of the budget. Fixed costs are those that stay the same [...]
IRS Announces 2017 401k Contribution Limit and Pension Plan Limits
On October 27, 2016, the Internal Revenue Service announced 401k contribution limit and cost-of-living adjustments affecting dollar limitations and compensation thresholds for pension plans and other retirement-related items for tax year 2017. 401k Contibution Limit [...]
4 Ways to Lower Your Cellphone Bill
Have you ever opened your cell phone bill and thought, “Wow, that was cheap?” Yeah, didn’t think so. But take heart: It’s possible to lower your charges before your next billing cycle. Simple tweaks, such [...]
Most People Need Not Worry About Estate Taxes
Welcome news: As of 2016, if you die with less than $5.45 million in assets — or $10.9 million if you’re married — your estate won’t owe federal estate tax. Surprised? Most people are. As [...]
7 Ways to Tell If That IRS Tax Collections Call Is Fake
A new IRS program set to take effect next spring may make it harder to tell which of those dubious phone calls many people get about outstanding tax bills are actually fake. The agency announced [...]