by Sean Dailey | Mar 23, 2016 | Retirement Planning
Surprisingly, basic information can be the difference between a happy retirement and a stressful one. The difference between a Roth and a Traditional IRA is that rather than being tax-deferred, as is the case with a traditional IRA, withdrawals from a Roth account are... by Sean Dailey | Feb 2, 2016 | Retirement Planning
Nobody likes the feeling of being behind. When it comes to putting away money for your life after work, this is especially true. As a retirement planner in the Irvine area, I’ve seen a variety of clients at all stages of saving for retirement. One thing that is true... by Sean Dailey | Feb 1, 2016 | Investment Planning
In situations when the markets take a downturn, many of us may feel a strong impulse to simply do something to make things better. It’s a human reaction, and for those who have already retired, that impulse may feel like a dire need to make things right. When your... by Sean Dailey | Jan 12, 2016 | Retirement Planning
A majority of people work diligently—and need to work diligently—to secure a retirement plan that will be able to carry them through to their goals. But just what are those goals? Essential to any successful retirement plan is an active understanding of what you want... by Sean Dailey | Dec 28, 2015 | Retirement Planning
With the New Year rapidly approaching, Miramontes Capital has put together a few suggested retirement resolutions for those of you who want retirement planning to be your area of improvement for 2016. This resolution comes from a goal many of my clients express. They...