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 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, [...]
6 Ways to Fund a Working Mom’s Retirement
“Americans—women especially—aren’t getting the message that they need to start saving for retirement with their very first job,” says personal finance columnist Liz Weston, author of Deal With Your Debt. As a working mom, whole weeks [...]
Evaluating Professional Advice: 11 Questions to Answer Before You Commit
Obtaining professional advice is a significant step and should not be approached lightly. As with investors and their objectives and constraints, professional advisors also differ in their philosophy, processes, services, education, experience, and their ability [...]
Business Owners Creating Effective Partnerships and Alliances
Forming a strategic alliance is similar to getting married: It's easy to do, but maintaining a satisfying relationship requires flexibility and commitment. Following certain guidelines when first establishing an affiliation and participating in ongoing communication [...]
7 Steps to Financial Wellness
The goal of good health should be at the core of decisions you make about money. As any wise person will tell you—and many have, from the Roman poet Virgil to Gandhi—health is wealth. The [...]