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, actionable guidance to help you make smarter financial decisions.
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8 Metrics for Your Retirement Planning Dashboard
Your Dashboard for Retirement Planning and Beyond! Hey there, future retiree! As you approach the golden years (and much much earlier), it's so important to put on your financial detective hat and dive into [...]
Retirement Tips – Paying Down Debt with Snowball or Avalanche Method
Erick, are there any tricks to paying down credit card debt? I’d love to put the money in my 401(k) instead! Try the avalanche or snowball method. In each you’ll focus on making extra [...]
Retirement Tips – Don’t Make a Mistake on New RMD Calculation
Knowledge is Retirement Power Thanks to the passage of SECURE Act 2.0 at the end of last year, the age for starting required minimum distributions from your 401(k) has been increased from age 72 [...]
Market Performance After Rate Cut – Be Careful What You Wish For
Stock Market Performance After Fed Cuts Rates - Historical Perspective Market-watchers have been intensely focused on the Federal Reserve (Fed) this year. Recently, they’ve mostly opined on when the first rate cut might be [...]
2023 Last Minute Tax Savings Ideas
As you approach the year's end, it's so important to consider ALL potential tax strategies to optimize your financial situation. Here are some considerations to guide your decisions: Defer Income to 2024: Consider all opportunities [...]
Are You Saving Enough for Retirement?
Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement [...]