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 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... 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 | Jul 26, 2016 | Financial Planning, Investment Planning, Retirement Planning
Last post, we brought up the crucial issue of securing yourself against some of the most common risks for those entering retirement. You’ve done the planning, and your next goal is to safeguard your plan against the possibilities of your funds being depleted. If...
by Sean Dailey | Jul 21, 2016 | Financial Planning
There are many buzzwords surrounding retirement—but there is one in particular you should consider when plotting out your finances: Rebalancing. Are you curious what rebalancing means? If so, you will want to hear this story and see how rebalancing may benefit your...
