Home » Educational Articles

MoneyBase

Our library of valuable financial and investment information and articles

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

Playing Catch-up on Retirement Savings: How to Move the Needle

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...

Volatile Markets: Keeping your Portfolio Above the Influence

by Sean Dailey | Feb 1, 2016 | Investment Planning

In situations when the markets take a downturn, many of us may feel a strong impulse to simply do something to make things better. It’s a human reaction, and for those who have already retired, that impulse may feel like a dire need to make things right. When your...

2016: Retirement Priorities

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...

Retirement Resolutions: Prepare for Your Heirs

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...

Retirement Fears: How Do I Say It?

by Sean Dailey | Dec 21, 2015 | Retirement Planning

A client from Irvine, when discussing fears and retirement planning, said that he couldn’t believe how hard it was for him to bring up the fact that he wanted to retire to his wife. It’s actually something I’ve heard more than once. This fear makes sense because for...

Connecting Seniors: Retirement and Technology

by Sean Dailey | Dec 15, 2015 | Retirement Planning

Ask a professional what he or she pictures for their retirement as far as technology goes, and they might say something like fishing pole and RV. Our society is predisposed to assume seniors aren’t interested in or capable of using the latest technology, and retirees...

The Treasury’s New Retirement Account: A Helpful Stepping Stone?

by Sean Dailey | Nov 23, 2015 | Retirement Planning

Have you ever had the feeling that saving for retirement isn’t possible for you? If you are working or have worked for a company that doesn’t have a benefits package, you may be likely to say yes. Well, in a response those who struggle with getting the savings ball...

Retirement planning -Robo-Advisers or a Human Touch?

by Sean Dailey | Nov 16, 2015 | Retirement Planning

We all remember the story of John Henry and his noble contest against the steam-powered machine. It’s an effective story that illustrates the feeling many have when confronted with technology that can do what people used to be required to do. Should we fear it?...

Retirement Regrets — Part 4

by Sean Dailey | Nov 12, 2015 | Retirement Planning

Last week marked National Save for Retirement Week, an opportunity for all of us to consider our savings strategies. Started by two senators about ten years ago, it’s a week that asks us to find ways to buckle down and stretch our budgets to allow for greater...

Aiming for an Early Retirement? Think Outside the Box

by Sean Dailey | Nov 10, 2015 | Retirement Planning

Throughout your working years one of the most typical lunch room discussions might be the pot of gold at the end of the rainbow: an early retirement. As a financial planner, I get the question often, and for many, the allure of an early retirement may be undeniable....

« Older Entries

Next Entries »

CORPORATE
4701 Teller Ave
Newport Beach, CA 92660

Office: 800.460.1595
Fax: 928.237.3399

Email: Info@miramontescapital.com

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 website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place.

Securities offered through Balanced Security Planning, Member FINRA/SIPC, Headquartered at 4701 Teller Ave, Newport Beach, CA,92660. Miramontes Capital, LLC and Balanced Security Planning, Inc. are separate companies affiliated through common control. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Broker Check

Form CRS

Client Privacy Policy