by Sean Dailey | Apr 19, 2016 | Retirement Planning
Retirement. All those years and preparation and you can finally relax. But after a few weeks, you realize that spending Monday through Friday at the office took up a lot of your time, and now you need a new way to fulfill yourself. Don’t fret! This is the point in...
by Sean Dailey | Mar 23, 2016 | Retirement Planning
The natural question in retirement planning that you want to ask is, “How much is enough?” Especially here in Orange County. How can you ensure that you have put enough away to safely retire in the place that you love to live? The answer depends on a lot of factors,...
by Sean Dailey | Mar 23, 2016 | Retirement Planning
Surprisingly, basic information can be the difference between a happy retirement and a stressful one. The difference between a Roth and a Traditional IRA is that rather than being tax-deferred, as is the case with a traditional IRA, withdrawals from a Roth account are...
by Sean Dailey | Feb 2, 2016 | Retirement Planning
Nobody likes the feeling of being behind. When it comes to putting away money for your life after work, this is especially true. As a retirement planner in the Irvine area, I’ve seen a variety of clients at all stages of saving for retirement. One thing that is true...
by Sean Dailey | Jan 12, 2016 | Retirement Planning
A majority of people work diligently—and need to work diligently—to secure a retirement plan that will be able to carry them through to their goals. But just what are those goals? Essential to any successful retirement plan is an active understanding of what you want...
by Sean Dailey | Dec 28, 2015 | Retirement Planning
With the New Year rapidly approaching, Miramontes Capital has put together a few suggested retirement resolutions for those of you who want retirement planning to be your area of improvement for 2016. This resolution comes from a goal many of my clients express. They...
