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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2015 Outlook from LPL Research
Here's a brief excerpt from the full research report from LPL Research: Since the wind-down of the Great Recession in early 2009, the latest economic expansion has certainly delivered the goods and rewarded investors’ mailboxes with six [...]
Accentuating the Positive
Retiring? Saving for retirement? Here’s some good news. Are 90% of articles written about retirement pessimistic? Sometimes it seems that way. Repeatedly, we are reminded that most baby boomers haven’t saved enough for the future. [...]
Baby Steps: Correctly Planning for Your Child’s Future
Start your child on the right path from Day 1! [gview file="http://VirtueWM.com/wp-content/uploads/2014/11/LPL_Baby_Steps_for_Planning_Your_Childs_Financial_Future.pdf"]
Creating a Budget for Retirement
It only makes sense – yet many retirees live without one. The importance of creating a budget for retirement. You won’t be able to withdraw an unlimited amount of money in retirement, so a retirement [...]
Getting Financially Fit for Retirement at 50
Things for trailing-edge boomers & Gen Xers to consider. When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may [...]
The A, B, C, & D of Medicare
Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come [...]