by Sean Dailey | Nov 11, 2016 | Retirement Planning
Working women who save for retirement will likely be less than satisfied by the assumption that wherever their retirement savings lack, they can depend on savings of their husband. Naturally, couples plan and save together, which is great, but at the end of the day,...
by Sean Dailey | Nov 4, 2016 | Financial Planning
Your expenses do not just represent your spending, they represent who you are. Are you the type of person who only eats out once or twice a week, or are you the type of person who takes joy in paying for your entire extended family when you dine out? Do you purchase... by Sean Dailey | Nov 3, 2016 | Investment Planning, Retirement Planning
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This video is solely for informational... by Sean Dailey | Oct 31, 2016 | Investment Planning
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This video is solely for informational... by Sean Dailey | Oct 31, 2016 | Retirement Planning
What are the most important things to work toward to stay happy in retirement? Certainly a critical question for locals in Costa Mesa who are planning for retirement now. A recent survey of more than 1,500 retirees conducted by TIAA[1] gives some helpful context to...