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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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 [...]
8 Ways Fed Interest Rate Decisions Affect You
When the Federal Reserve gives interest rates a nudge, you feel it. "The Federal Reserve has its fingers in your pocketbook to a greater degree than the IRS," says Michael Reese, a CFP professional in [...]
How to Build Credit Without Credit Cards
Whenever anyone sets forth on a credit-building journey, they are undoubtedly given the same piece of advice: open a credit card account. This lesson is repeated over and over again because it’s one of the [...]
A Fix For Confusion Around Social Security Benefits
From On Wall Street Social Security spousal benefits and survivor benefits appear very similar on the surface. Both programs provide benefits to an individual based solely on their spouse’s work history. But scratch a little deeper [...]
Drowning in Debt? How to Get Back on Track. Finally Getting Out of Debt
From Nerdwallet Getting out of debt is much harder than getting into it. But you can do it — and along the way, you'll rid yourself of a lot of stress. Countless people find themselves [...]