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 MyRA, the USARF & Cash Balance Plans
New & old concepts to address the retirement savings gap. How many 401(k)s have more than $100k in them? According to the Employee Benefit Research Institute (EBRI), the average 401(k) balance at the end of [...]
2014 IRA Deadlines Are Approaching
Here is what you need to know for 2014. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. *April 1 is the absolute deadline to [...]
Organizing Your Paperwork for Tax Season
If you haven’t done it, now’s the time. How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or the tax [...]
Why Does Family Wealth Fade Away?
A lack of vision is often the answer to that question Many are the stories of family wealth lost. In the late 19th century, industrial tycoon Cornelius Vanderbilt amassed the equivalent of $100 billion in [...]
Why 2014 May Be a Very Good Year
More improvement may be in store for the economy & the stock market. Will the economy & the bull market make further strides next year? On both Wall Street and Main Street, 2013 has turned [...]