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.
Have a question about your finances?
We’re here to help. Book a no-pressure conversation with Erick.
Roth Conversion – Tax Strategies to Consider
Strategic Reasons for Partial Roth Conversions Before Year-End Looking for a tax-strategy for your investment portfolio? A Roth Conversion is something to consider. Both IRAs and 401(k)s provide the opportunity to cultivate tax-free growth [...]
What to Expect Out of The Fed
Key Takeaways Inflation expectations over the next 12 months have convincingly improved, giving the Federal Reserve (Fed) reasons to pivot. We will likely notice improving inflation dynamics later this week. Risk appetite improved as [...]
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 [...]