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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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 [...]
How Biden’s Withdrawal Impacts Your Investments
The State of Play In a July 21 open letter posted on social media, President Biden wrote that he has concluded “it is in the best interest” of the Democratic Party and the country [...]
Spoofing – Have You Been a Victim?
In the FBI’s 2023 Internet Crime Report, email spoofing has cost the world over $18 million and leads all other categories with the most complaints filed. An average of 3 billion spoofing emails are sent [...]