by Sean Dailey | May 31, 2016 | Financial Planning, Investment Planning, Retirement Planning
Schedule an in office or over the phone consultation to discuss how Miramontes Capital can help you with your new beginning through retirement planning.
by Sean Dailey | May 25, 2016 | Retirement Planning
Choosing a financial advisor for retirement is a huge exercise in trust. After saving for retirement for most of your working life, you are choosing a person to manage those funds and act in your best interests. Your investment is like your child. You’ve watched over...
by Sean Dailey | May 25, 2016 | Retirement Planning
A number of years ago I had a prospective client, Kay, ask me if I was more aggressive or conservative in my advice – a question I’m often asked. I politely turned it around to her, and asked, “Are you aggressive or conservative?” Kay had never really invested before,...
by Sean Dailey | May 24, 2016 | Financial Planning, Retirement Planning
Last blog we addressed a few points of the rather expansive topic of how to secure cash flow with retirement planning, focusing mainly on strategies during your working years, when it matters most. So what happens after work, and after that steady salary you’ve always...
by Sean Dailey | May 17, 2016 | Financial Planning, Retirement Planning
Keeping up a proper savings plan for retirement can feel like a monumental accomplishment. As is the case with most things that are long-term, however, careful planning is required, which means securing your cash flow for savings before you retire, protecting it from...
by Sean Dailey | May 12, 2016 | Retirement Planning
Schedule an in office or over the phone consultation to discuss how Miramontes Capital can help you with your new beginning through retirement planning.
