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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Temporary Tax Provisions Set to Expire in 2014
Some may be renewed, others may not be. At the end of every year, certain federal tax breaks face a sunset. Some are renewed, some expire. As 2014 will soon start, here is a list [...]
2014 Investment Outlook
The 2014 Investment Outlook from LPL is here. "In the year ahead, there are many reasons investors can return to the basics of growing and preserving their portfolios and spend less time gauging the actions [...]
The Stock Market Overcame Many Challenges in 2013
The Stock Market Overcame Many Challenges in 2013
The Right Beneficiary
Who should inherit your IRA or 401(k)? See that they do. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be [...]
Fixed Income Chat with LPL Financial Research’s Anthony Valeri and Lord Abbett’s Zane Brown: Part 1
LPL Financial Research's Fixed Income Strategist Anthony Valeri and Lord Abbett's Fixed Income Strategist Zane Brown discuss taxable bonds and how to invest for rising interest rates.
Seriously?! Teaching Teens Good Money Habits
Before your teenagers start working or head off to college, put them on the road to financial literacy Do your teenagers know how to manage their money? Many young people are no longer starting out [...]