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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Adjusting to Retirement
What people don’t always realize about life after work. If you have saved and invested consistently for retirement, you may find yourself ready to leave work on your terms – with abundant free time, new [...]
Taking Taxes Into Account When Saving & Investing
It isn’t always top of mind, but it should be. How many of us save and invest with an eye on tax implications? Not that many of us, according to a recent survey from Russell [...]
What Beneficiaries Need To Know
Beneficiaries: What do you do when an account owner passes away? If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more [...]
Less Protection for Inherited IRAs
They are no longer exempt from creditors & bankruptcy proceedings. A SCOTUS ruling raises eyebrows. On June 12, 2014, the Supreme Court ruled 9-0 that assets held within inherited IRAs by non-spousal beneficiaries do not [...]
The Question Marks Surrounding Wall Street Trading
Wall Street Trading: What don’t we know about the way the markets work? In a perfect world, the financial markets would be entirely transparent and without mysteries. In this imperfect one, we have financial markets [...]
The Retirement Mindgame
Retirement: Your outlook may influence your financial outcome. What kind of retirement do you think you’ll have? An outstanding one? A depressing one? What if it all starts with your outlook? Qualitatively speaking, what if [...]