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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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 [...]
Your Personal Finance Guide to America’s National Parks
Shutterstock photo Our national parks are one of America’s greatest resources. If you live in a city or suburb, America can feel small and crowded, but stepping into a national park will change [...]
Long Term Care Insurance – When Less Is More
Martin Barraud | Getty Images As rate hikes increase, older Americans weigh dropping policies. Eileen Cheng, 70, is holding on to the long term care insurance policy she purchased 15 years ago, even [...]
Self Employed Retirement Planning – Where the gig economy fails
More than 25 percent of all Americans have no savings to speak of, let alone a retirement nest egg. But for those without an employer plan, like a 401(k), that number is much, much larger. [...]
7 Mistakes that May Result in a Tax Penalty
You likely aren’t interested in raising your tax bill, but if you use bad judgment or make a serious error on your tax return, that’s exactly what will happen when the IRS hits you with [...]