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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Gen X Is Not Prepared to Retire
Workers between the ages of 37 and 50 are poorly prepared for retirement, according to the 15th Annual Transamerica Retirement Survey of Workers. Only 24% of Generation X (those born between 1965 and 1978) reported [...]
Start Your New Year with a Financial Review
As you plan for the year ahead, is an investment checkup leading your list of resolutions? Taking time for a detailed financial review -- including retirement planning, college savings, and your tax situation -- may [...]
Plan Sponsor, Are You Using Electronic Disclosures?
If your plan uses electronic delivery of required disclosures to employees, you are likely simplifying the disclosure process, making information delivery more reliable and reducing plan administration costs, according to the Principal Financial Group. Principal’s [...]
Vacation Value
Getting value may not be your first priority when planning a vacation, but it’s probably an important consideration. With some planning, you can have a great time and still avoid breaking your budget. Here are [...]
Beyond Retirement: What About Your Other Financial Goals?
In addition to saving for retirement, there may be several other major financial goals you'll need to juggle in a lifetime. Let's say that at the age of 25 you earned $35,000. If your salary [...]
What Are the Benefits and Drawbacks of Putting My House in My Child’s Name?
There are several reasons why homeowners may be tempted to put their house in a child's name. However, it's important to understand the risks that come with this strategy. Altruism Altruism may be the most [...]