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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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. [...]
After QE3 Ends
Can stocks keep their momentum once the Federal Reserve quits easing? “Easing without end” will finally end. According to its June policy meeting minutes, the Federal Reserve plans to wrap up QE3 (Quantitative Easing) this [...]
Alternative Approaches to Retirement Planning
Is the conventional wisdom for everyone? Questioning traditional assumptions about retirement planning can be illuminating. Some retirement planners and economists argue that they need to be reexamined. Does most retirement planning focus on the future [...]
FATCA: What It Is, How It Affects Investors
Offshore accounts are receiving a new level of scrutiny. The federal government implements new rules to fight tax dodgers. As of July 1, 2014, the Foreign Account Tax Compliance Act (FATCA) is in effect. FATCA [...]