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.
Have a question about your finances?
We’re here to help. Book a no-pressure conversation with Erick.
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 [...]
What Is a Health Care Proxy?
A health care proxy allows you to designate a person who can make medical decisions for you in the event that you are too seriously incapacitated through illness or injury to make those decisions yourself. [...]
Navigating Medicare and Medigap Insurance
Most adults become eligible for Medicare on the first day of the month they turn age 65. Whether you need to sign up, and how to go about doing so, depends on the type of [...]