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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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 [...]
Pension Plans & Derisking
Corporations are transferring pension liabilities to third parties. Where does this leave retirees? A new phrase has made its way into the contemporary financial jargon: derisking. Anyone with assets in an old-school pension plan should [...]
What’s Your Financial Health Score?
Developing a better budgeting process may be the biggest step toward that goal. Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow [...]
Getting Your Household Cash Flow Back Under Control
Developing a better budgeting process may be the biggest step toward that goal. Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow [...]
4 Money Blunders That Could Leave You Poorer
A “not-to-do” list for the new year & years to follow. How are your money habits? Are you getting ahead financially, or does it feel like you are running in place? It may come down [...]