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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Midyear Outlook 2015: Some Assembly Required
We are pleased to introduce our LPL Research Midyear Outlook 2015, with the insights and guidelines to put together portfolio strategies for the rest of 2015. Few things can dampen the excitement of seeing the [...]
Naming Beneficiaries: What You Need to Know
A major issue in estate planning is whom to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities. This important decision often doesn't take into account the substantial estate and income [...]
How to Help Keep Identity Thieves Away
The more business we do and information we share online, the more identity theft becomes a growing threat to our financial security. There are ways you can help protect your good name and credit. Here [...]
Plan Sponsor Quiz: Roth 401(k) Options
Whether your 401(k) plan currently offers this feature or its addition to the plan is just being considered, why not take the following quiz to test your knowledge of this provision that continues to grow [...]
Investing in Your Career
Your biggest financial asset is your ability to earn a paycheck With all the attention and occasional hand-wringing over the retirement savings gap facing millions of Americans, one observation often goes unmentioned: your biggest financial [...]
Retirement Plan News: IRS Recap Q1 2015
IRS UPDATE IRS Tips on Correcting Plan Mistakes The IRS has compiled a list of common plan mistakes it encounters during examinations and in its voluntary correction programs. It may be helpful for plan sponsors [...]