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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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 [...]
Retirement Planning: Tips Everyone Can Use
Tax Freedom Day® Tax Freedom Day, as calculated by the Tax Foundation, a nonpartisan economic research think tank, is the day when the U.S. as a whole has earned enough money to pay off its [...]
What’s New? Social Security Changes, Savers Credit Increase and more
Recent changes in the tax law could affect your benefits. Laws that were enacted as part of the Bipartisan Budget Act of 2015 included several new rules that might affect your Social Security and other [...]
Time, Not Timing, Is the Key to Long-term Success
It’s not getting in and out of the market — it’s adhering to a sensible investment strategy over time When the markets undergo stress, some investors worry that their net worth is diminishing permanently. Sometimes, [...]
Doing the Math — How Much Will You Need for Retirement?
Even though calculating a retirement savings goal is key to pursuing and maintaining a confident financial outlook, the Employee Benefit Research Institute reported in 2013 that just 46% of American workers have figured out how [...]