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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Video: LPL Financial Research – Manager Q&A – BlackRock Strategic Income Opportunities Fund
In this video, we review three central themes of unconstrained fixed income investing: flexibility, risk analysis, and macroeconomic considerations with the Chief Investment Officer of Fixed Income Fundamental Portfolios - Rick Rieder. Want [...]
It’s Time to Review Your Life Insurance
Are you underinsured, or not insured at all? When was the last time you looked at your life insurance coverage? Why not do it now? Life insurance can be a remarkable utility as an estate [...]
Section 105 Plans
Medical reimbursement plans to benefit the smallest businesses. Some businesses start small and stay small, by design. You may own such a business. Perhaps things begin and end with you, or maybe you employ one [...]
Tax Scams & Schemes
The “dirty dozen” that criminals & cheats try to get away with year-round. Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers resort to schemes in an effort to [...]
IRS Announces New IRA Rollover Limitation
A tax court ruling raises eyebrows & leads to a decision that may affect you. What was once allowed is now prohibited. In 2008, an affluent New York City couple made a series of withdrawals [...]
Partnerhip Plans For Long Term Care
Many states are assisting their residents to buy LTC insurance. Protect Your Assets A helping hand for a pressing need. With the baby boom generation maturing, numerous studies and articles have pointed out [...]