by Sean Dailey | Sep 21, 2015 | Retirement Planning
This question might be asked by someone who feels more than comfortable in his/her path toward early retirement. It could just as easily be asked by a worker with several part-time jobs, or a worker whose idea of financial planning is to make sure that food is on the... by Sean Dailey | Sep 15, 2015 | Retirement Planning
Irvine is the jewel of suburbia. Couples come to raise their kids in a community that values education and families. When all those kids go away to college, empty nest syndrome can weigh heavily on the parents—but how long does the nest stay empty? Adults 22 to 30 are... by Sean Dailey | Aug 25, 2015 | Retirement Planning
One of the most common reasons people come to see us at Miramontes Capital is that they feel that they have a lack of information about retirement and its processes. How do you think you stack up? This week’s blog includes a (very short) quiz on some basic retirement... by Sean Dailey | Aug 18, 2015 | Financial Planning
Everybody knows one. That friend you always have to wait for. At a restaurant, he will text you that it will just be five more minutes. Another text ten minutes later says, “Five more minutes.” You’re about to leave and you get another text: “I’m on my way.” It’s... by Sean Dailey | Aug 12, 2015 | Financial Planning, Retirement Planning
The Employee Benefits Research Institute came out with its annual Retirement Confidence Survey a few months ago. We at Miramontes Capital, who have grown accustomed to looking over the document each year, usually aren’t dramatically surprised by the findings of the...