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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The 401k Amendment Period Is Here
401k Amendment - Act now to make sure that your plan keeps up with new laws & regulations. The clock is ticking. Between now and April 30, 2016, 100% of 401(k) plans, profit sharing plans, and [...]
Bad Spending Habits That Can Be Corrected
A little frugality may lead to a lot of financial progress. Americans have a great deal of disposable income relative to many other nations, yet our free spending can take us further and further away [...]
The Troubling National Debt
It is projected to grow even larger. What does that imply for the economy? In 1835, something financially remarkable happened: the federal government paid off the national debt.1 It hasn’t happened since. Through myriad presidential [...]
Donating Highly Appreciated Stock
Donating Stock - It can give you a tax break. It can give a charity a tax break in the future. Why sell shares when you can gift them? If you have appreciated stocks in [...]
When a Windfall Comes Your Way
What do you do with big money? A first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you resolve anxieties about [...]
Classic Investing Mistakes
Investing Mistakes - How many can you prevent yourself from making? Year after year, in bull and bear markets, investors make some all-too-common blunders. They have been written about, talked about, and critiqued at some [...]