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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Could Corporate Tax Cuts Promote Job Growth?
Could Corporate Tax Cuts Promote Job Growth? President Obama returns to an idea he introduced in 2012. What if corporate taxes were 7% lower? Specifically, what if the corporate tax rate was reset to 28%, [...]
Pension Questions After the Detroit Bankruptcy
How many retirees face the possibility of less recurring income? On July 18, Detroit became the largest American city to file for Chapter 9 bankruptcy. What will happen to the pensions of its 20,000+ retired [...]
Ways the Middle Class Can Make a Difference for Charity
You don’t need to be wealthy to make an impact and get a win-win. Do you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. If you’re [...]
Mid Year Outlook 2013
Download the Mid-Year Outlook: Download the LPL Mid-Year Outlook 2013 (Abridged Version 4 pages) Unabridged Version 20 pages (Send us an email and we'll send it along to you)
How Do You Know When You Have Enough to Retire?
There is no simple answer, but consider some factors. You save for retirement with the expectation that at some point, you will have enough savings to walk confidently away from the office and into the [...]
Tax Deduction for Home Office
The IRS just made taking a home office deduction that much easier. It recently announced a simple new option for tax years 2013 and forward. All taxpayers may now choose to calculate a home office [...]