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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Why Don’t You Have Disability Income Insurance?
If you are injured or ill, it could help you keep afloat financially. Protect Your Assets If you can’t work and pay your bills, how are you going to cope? Let’s say an [...]
Can You Raise Your Social Security Income (SSI) by Reapplying for Benefits?
Social Security has closed a popular loophole, but all is not lost. The “reset button” has been removed. A few years back, the distinguished economist Laurence Kotlikoff alerted people to a loophole in the Social [...]
Minimizing Probate When Setting Up Your Estate
What can you do to lessen its impact for your heirs? Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees and [...]
How LTC Insurance Can Help Protect Your Assets
Create a pool of healthcare dollars that will grow in any market. Protect Your Assets How will you pay for long term care? The sad fact is that many people don’t know the [...]
US Energy Renaissance – Van Eck Global
In this video, we demystify the US Energy Renaissance theme with Shawn Reynolds, the portfolio manager of the Van Eck Global Hard Assets Fund, to provide insight into US Energy production, fracking, and [...]
Why Do We Save So Little?
What’s good for the economy isn’t necessarily good for our future. Provided by Virtue Wealth Management Our parents & grandparents saved much more than we do. Most people who have read up on the economy [...]