by Sean Dailey | Oct 3, 2016 | Financial Planning, Retirement Planning
George Bernard Shaw said that “The single biggest problem in communication is the illusion that it has taken place.” While it’s an interesting bit of advice for couples in general, I feel couples’ finances, and in particular retirement planning are perfect victims for... by Sean Dailey | Sep 27, 2016 | 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 | Sep 26, 2016 | Retirement Planning
A historic bill is making its way through California’s legislature, one that could increase the retirement options available to around 7 million employees. The California Secure Choice Retirement Savings plan will extend a retirement option to those employed at small... by Sean Dailey | Sep 19, 2016 | Retirement Planning
Saving is hard work. Between making the right choices about your 401(k), deciding about other savings methods, and covering expenses for healthcare, insurance, and simply daily living, it’s no wonder many out there planning for retirement in the Costa Mesa area are... by Sean Dailey | Sep 12, 2016 | Retirement Planning
Care to work a little longer? Research is showing the trend of a growing number of seniors electing to stay in the work force. A recent Pew research poll of those 65 and older put it at 18.8 percent, which is a solid increase from the percentage from the 12.8 percent...