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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Making Your Money Work Harder for Retirement
Little things you could do that could help you leave work a little sooner. Little things matter. When planning for retirement, people naturally think about the big things – arranging sufficient income, amassing enough savings, [...]
Looking Back at 2013
How good a year was it for the economy? Statistics tell the tale. Was 2013 a terrific year for stocks? Absolutely. The good news wasn’t limited to Wall Street, however: the employment rate fell, the [...]
Why You Should Keep Contributing to Your 401(k)
Save for retirement consistently, regardless of how the market behaves. There is seldom a dull moment on Wall Street. Stocks may rise or fall dramatically over the course of a year or a decade. Sometimes, [...]
Video: Outlook 2014: The Investor’s Almanac – LPL Financial Research
2014 Investment Outlook for clients Like the video? Download the printed version: LPL's Outlook 2014: The Investor's Almanac
It Isn’t Too Late to Save for Retirement
If you’re 40 or 50 and haven’t begun, you must make the effort. Some people start saving for retirement at 20, 25, or 30. Others start later, and while their accumulated assets will have fewer [...]
Retirement Readiness is Top Priority
Employers are focusing on their employees’ financial wellness and retirement readiness in 2013, according to a survey of 425 employers (representing 11 million employees) conducted by Aon Hewitt. Workers need 11 times their annual salary [...]