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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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 [...]
From Shopping to Dining, Save on the Cost of Food
From ValuePenguin The average household's cost of food is climbing, but there are myriad ways to find a plateau or, better yet, a cliff. One option is to consider the best grocery credit cards: The [...]
Covering the Costs of Long-Term Care
Long-term care insurance (photo from Shutterstock) Long-term care planning is really hard to talk about. It can be frightening to imagine ourselves with diminished capacity and needing help from others. And since we [...]
A 5-Year Countdown to Retirement
Five years before they retire, older workers start focusing seriously on the big changes ahead, says Emily Guy Birkin, in her book, The 5 Years Before You Retire: Retirement Planning When You Need It the Most. [...]
9 Essential Estate-Planning Documents
Estate-planning can be confusing...and boring. Yet, it is a critical part of your financial plan. This article is from Nerd Wallet. Dying intestate (will-less) leaves your heirs with a potential mess. And yet, 61% of Americans die without one, [...]