by Sean Dailey | Aug 22, 2016 | Life Insurance and Long Term Care
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 | Aug 18, 2016 | Financial Planning, Retirement Planning
Have you considered factoring taxes into your retirement plan? It should not be an overlooked step in the financial planning process. Factoring Taxes Into Your Retirement Plan Taxes, especially as they relate to your retirement assets, can be a source of constant... by Sean Dailey | Aug 15, 2016 | Financial 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 | Aug 9, 2016 | Retirement Planning
Taking on the task of getting yourself primed for retirement can appear like a monumental task—and it is. For those living around Costa Mesa, and who are seeking a retirement planner, you are probably after practical information on saving, investment, and budgeting.... by Sean Dailey | Aug 2, 2016 | Retirement Planning
If you don’t use a retirement planner, finding retirement advice can be scary. Some may have a tendency to comfort themselves in “myths,” pieces of information that are general, and don’t necessarily relate to any specific individual’s life: information that may or...