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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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 [...]
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 [...]