by Sean Dailey | Nov 11, 2016 | Retirement Planning
Working women who save for retirement will likely be less than satisfied by the assumption that wherever their retirement savings lack, they can depend on savings of their husband. Naturally, couples plan and save together, which is great, but at the end of the day,...
by Sean Dailey | Nov 3, 2016 | Investment 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 | Oct 31, 2016 | Retirement Planning
What are the most important things to work toward to stay happy in retirement? Certainly a critical question for locals in Costa Mesa who are planning for retirement now. A recent survey of more than 1,500 retirees conducted by TIAA[1] gives some helpful context to...
by Sean Dailey | Oct 24, 2016 | Financial Planning, Retirement Planning
How far do you agree with the following statement? Your retirement will be successful only to the extent that you can remove emotion from your financial planning. This is an open-ended discussion starter that can be approached from a variety of directions: I could see...
by Sean Dailey | Oct 21, 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 | Oct 19, 2016 | Retirement Planning
Gearing up for retirement cannot be done in a single day. It takes persistence and care–and here at Miramontes Capital, we can help you through the sometimes daunting process. These 12 tips will help guide you toward the best ways to prepare for retirement. 12...
