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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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 [...]
Advance Directives: Planning Ahead for Your Own Care
Although the thought may not be pleasant, you may someday face a sudden health crisis that leaves you unable to make your own medical decisions. Fortunately, there is a legal means, known as an advance [...]
Using CRUTs & CRATs to Sell Your Business Interest
These estate planning tools may also help in exit planning. Discover a pair of underappreciated exit planning vehicles. Charitable remainder unit trusts (CRUTs) and charitable remainder annuity trusts (CRATs) are commonly seen as estate planning [...]