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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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 [...]
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 [...]