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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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 [...]
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 [...]