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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Retirement Strategy After a Job Loss
Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You're not alone if [...]
Can I Create a Roth IRA if I’m Over the Income Limit?
Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to [...]
Doggy Pay Care – Budgeting for Pet Care
Creating a Budget for Dog Parenthood Are you thinking about bringing a loyal, frisbee-chasing, treat-seeking, sock-stealing, face-licking, tail-wagging, bed-cuddling Canis familiaris into your life? If so, you’re in good company. According to Forbes Advisor, 65.1 [...]
Unravelling the Rising Cost of Living
Understanding What Drives Higher Prices Can Help Improve Retirement Planning According to the Employee Benefit Research Institute’s 2024 Retirement Confidence Survey, 83% of workers are concerned that the higher cost of living will make it [...]
Roth or Regular? Your 401k or IRA Choices
Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer a Roth 401(k) option in addition to a traditional, or [...]
3 things to know about the coming estate tax exemption sunset
Tax Cuts and Jobs Act is scheduled to sunset. Get your planning done soon so you don't miss out. "Due to personally owned life insurance and estate growth over time, more clients than you might [...]