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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6 Steps to Get Out of Debt
Why not plan to lighten your financial burden? Positive moves to counteract negative cash flow. The financial analysis website nerdwallet.com keeps track of the various debts common to the U.S. household. As of April 2014, [...]
Taking Advantage of the Provisions of Health Care Reform
Politics aside, how could coverage improve for you & your loved ones? Health care reform has many fans and many detractors. Amid all the sound and fury, the plain facts risk being blurred. So here [...]
Do Your Investments Match Your Risk Tolerance?
When was the last time you looked at the content of your portfolio? When turbulence hits Wall Street, are you stressed out? If you have taken on too much risk in your portfolio – which [...]
Rising Interest Rates
How might they affect investments, housing & retirees? How will Wall Street fare if interest rates climb back to historic norms? Rising interest rates could certainly impact investments, the real estate market and the overall [...]
The Importance of TOD & JTWROS Designations
A convenient move that could ward off probate on your accounts. TOD, JTWROS...what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of ownership – two designations [...]
Preparing to Sell Your Business
Do you have a strategy to follow? Have you created a company that someone will want to buy? Your children won’t necessarily want to take over your business, so an exit strategy is essential to [...]