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...
by Sean Dailey | Sep 6, 2016 | 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 | Sep 5, 2016 | Retirement Planning
Looking at big-picture descriptions of what retirement looks like for couples, it could be easy to interpret the period as something like the big vacation you’ve been waiting for, the beginning of real quality time with you and your spouse, without all the hassles and...
by Sean Dailey | Aug 26, 2016 | Retirement Planning
Pre-order your copy of Retirement: Your New Beginning on Amazon Helping someone plan for retirement is a very personal process. Over the years, I’ve met a lot of clients. Every time I work through a client’s finances, I’m always amazed at the...
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...
