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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Good Debt vs Bad Debt
The Two Faces of Debt - Good Debt vs. Bad Debt Understanding Good Versus Bad Debt Can Help You Make Smart Financial Moves Credit card debt is a huge challenge for many people. According [...]
Retirement Tips – Get Your House in Order with a Will, 529, and Life Insurance
Tools and Techniques Raising a child is expensive. From the day a baby is born until the day they turn 18, a typical family will spend about $310,605 — or about $17,000 a year, [...]
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 [...]