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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Should You Buy the Dips
Market retreats & corrections may herald opportunities. When stocks retreat, should you pick up some shares? If you like to buy and hold, it may turn out to be a great move. Buying during a [...]
Life Insurance at an Early Age
Here’s why it can be a good idea. You may have read that you don’t need to buy life insurance early in life. That’s not necessarily true. In fact, getting a policy before midlife may [...]
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? [...]