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 Plan News: DOL Recap Q1 2015
DOL UPDATE New Participant Fee Disclosure Timing Relief Under the DOL’s fee transparency regulations, plan administrators must provide a disclosure of plan and investment information, including an investment comparative chart, to eligible employees and beneficiaries [...]
Retirement Planning Tip: Maximize Employer Match
More than 75% of those contributing to an employer-sponsored retirement savings plan receive matching contributions, and more than three-fourths of those participants contribute enough to receive the full match, according to TIAA-CREF’s Perfect Match Survey. [...]
Teach Your Children to Save for College
Being part of the college planning process can be very educational for children, as it presents them with valuable financial lessons for the future. Children can earn money, learn about sources of financial aid, research [...]
Retirement Plan News: Legislative Update Q1 2015
President’s 2016 Budget Proposal The president released his fiscal year 2016 budget proposal during first quarter. Unlike other retirement plan-related proposals introduced this year, the president’s budget proposal appears to combine retirement savings provisions with [...]
Retirement Readiness: Getting Employees’ Attention Is Key
Having an effective employee engagement strategy is the most important component of a successful retirement plan, according to a recent white paper. The impacts of plan design, plan management, and investment solutions are all reduced [...]
Saving Strategies: Buying vs. Leasing a Car
As prices of new cars continue to climb, more and more people are considering leasing as a viable financing option. Although leasing is generally more expensive than financing, there are certain advantages to leasing a [...]