by Sean Dailey | Oct 13, 2016 | Financial 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 | Oct 10, 2016 | Financial Planning
[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”... by Sean Dailey | Oct 7, 2016 | Financial Planning, Investment Planning, Retirement Planning
What sets our services apart here at Miramontes Capital is the emphasis we place on minimizing risk in your portfolio. This means the stocks, bonds, annuities and mutual funds we use to harbor your money are going to be balanced in a way that will help you reach your... 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 12, 2016 | Financial Planning
Social Security payouts can help provide a healthy source of income during retirement. How and when you take them out, however, depends on your personal situation. If you are wondering about utilizing Social Security benefits during retirement, follow this guide for... by Sean Dailey | Sep 8, 2016 | Financial Planning, Retirement Planning
Paying off debt in retirement is feasible with the right plan of action. Here at Miramontes Capital, we are fielding a frequently asked question from our clients—how do you pay off debt during retirement? Paying Off Debt In Retirement Q: What if my spouse and I do not...