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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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 [...]
Rules Changes for Retirement Plan Fiduciaries
Have you kept up with them? Have they raised new questions for you? Retirement Plan Fiduciaries On July 1, 2012, the Department of Labor implemented some rules changes for ERISA-covered defined benefit and defined contribution [...]
Couples Retiring on the Same Page
Agreeing about what you want from retirement is crucial. What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least [...]
Medicare Enrollment Options for 2014-15
A summary of what you need to know. Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage. [...]