by Sean Dailey | Sep 5, 2016 | Retirement Planning
Looking at big-picture descriptions of what retirement looks like for couples, it could be easy to interpret the period as something like the big vacation you’ve been waiting for, the beginning of real quality time with you and your spouse, without all the hassles and... by Sean Dailey | Sep 2, 2016 | Investment Planning
Knowing how to invest wisely will help usher you into an enjoyable retirement. Investing should not be based on emotions, but that does not mean it can’t be fun. It is a beautiful feeling when the stocks you are holding are doing well. It is likewise fun to see... by Sean Dailey | Sep 2, 2016 | Financial Planning
Sixty-eight percent of Americans do not budget—at all. But even if you do, one of these great resources—some of the top free personal budgeting tools out there—may help you do it even more efficiently. Top Free Personal Budgeting Tools & Apps Mint.com This... by Sean Dailey | Aug 26, 2016 | Retirement Planning
Pre-order your copy of Retirement: Your New Beginning on Amazon Helping someone plan for retirement is a very personal process. Over the years, I’ve met a lot of clients. Every time I work through a client’s finances, I’m always amazed at the...
by Sean Dailey | Aug 25, 2016 | Financial Planning
Picture this: you have saved up for years to bolster a healthy retirement fund. But do you have to wait until age 59 ½ to take money out? When is it acceptable to begin drawing from your retirement accounts? A very common question that clients ask here at Miramontes...
