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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How Is Health Care Reform Affecting the Federal Deficit?
Some analysts think it is helping reduce the deficit; but others wholeheartedly disagree. Has the Affordable Care Act actually cut Medicare spending? The numbers from the Congressional Budget Office make a pretty good argument for [...]
Fall Financial Reminders
The year is coming to a close. Have you thought about these financial ideas yet? As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might [...]
IRS Raises Retirement Plan Contribution Limits 2015
Roth & traditional IRAs won’t get 2015 COLAs, but other plans will. 2015 Retirement Plan contribution limits went up A little inflation means a little adjustment. As the Consumer Price Index is up [...]
Video: Market Outlook Fall 2014 LPL Financial Research
Here we are in the Fall of 2014. Get the LPL Research Market Outlook for the remainder of the year. Want to Review Your Strategy for Generating Income in Retirement? [...]
Gauging Your Financial Well-Being
Six signs that you are in good shape. How well off do you think you are financially? If your career or life takes an unexpected turn, would your finances hold up? What do you think [...]
Debunking a Few Popular Retirement Myths
Certain misconceptions ignore the realities of retirement. Generalizations about money & retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. “When I’m retired, [...]