by Sean Dailey | Oct 19, 2016 | Financial Planning, Retirement Planning
When you look at your principal during retirement (the amount of funds currently in your retirement account), what are your hopes for that sum of money? If you are like most of our Miramontes Capital clients, your first response will be that your money safely gets you...
by Sean Dailey | Oct 17, 2016 | Financial Planning, Retirement Planning
We all know that utilizing an employer-sponsored retirement plan such as a 401(k) dramatically increases your chances for a successful retirement. Having that plan over the long-term, especially with an employer match on your contributions has become one of the most...
by Sean Dailey | Oct 14, 2016 | Retirement Planning
When helping you plan out your retirement funds, the financial advisers at Miramontes Capital make it a point to accommodate your comfort zone in retirement. A number of years ago, Miramontes Capital had a prospective client, Kate, inquire as to if we were more...
by Sean Dailey | Oct 7, 2016 | Financial Planning, Investment Planning, Retirement Planning
What sets our services apart here at Miramontes Capital is the emphasis we place on minimizing risk in your portfolio. This means the stocks, bonds, annuities and mutual funds we use to harbor your money are going to be balanced in a way that will help you reach your...
by Sean Dailey | Oct 3, 2016 | Retirement Planning
Order your copy of Retirement: Your New Beginning On Amazon. 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...
by Sean Dailey | Oct 3, 2016 | Financial Planning, Retirement Planning
George Bernard Shaw said that “The single biggest problem in communication is the illusion that it has taken place.” While it’s an interesting bit of advice for couples in general, I feel couples’ finances, and in particular retirement planning are perfect victims for...
