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Diversifying Your Retirement Portfolio
The term “diversifying your retirement portfolio” is commonly heard when discussing retirement, but what does it really mean? Here’s why diversifying your retirement portfolio matters and how you can do it. Why does it matter? Creating a diverse portfolio means having...
Leaving an Inheritance: What to Know
Leaving an inheritance behind to children or loved ones is a goal that many retirees wish to accomplish. An inheritance is commonly cash value but can also include assets, like real estate. Leaving an inheritance is a great way to help secure your family’s financial...
55+ Communities in Orange County
Choosing to live in a 55+ community is a decision facing many upcoming retirees. The choice to move to a retirement community can come from a variety of reasons. Retirement communities may allow you to be with similar and more relatable peers, the activities that...
Probate: What You Should Know
Probate may not be the most glamorous topic concerning estate planning, but it’s definitely an important one to think about. Depending on the planning and organization of an estate, the process can be very easy, or very difficult, for surviving family members. Here...
How do Interest Rates Affect Pensions?
One factor of retirement planning that may often go unnoticed is interest rates. The highs and lows of Interest rates can have a huge effect on your pension. Before you make any major decision concerning your pension, learn how interest rates can help or hurt your...
The DOL Rule: What It Means For You
The Department of Labor (DOL) Fiduciary Rule has been a popular topic of conversation in recent news but many consumers are still left with questions. These are the key things you need to know about the DOL Fiduciary Rule. The DOL Rule was formed in April 2016 to...
Taking The Lump Sum Vs. Company Annuity
The choice between taking your pension as a lump sum or company annuity can highly impact your retirement. More and more companies are offering a choice between lump sum and company annuity. Before you make your decision, you should carefully consider what is best for...
Understanding Trust and Estate Planning
Estate planning is an important part of your retirement, especially if you want to have control over how your assets are handled and who they will get passed on to. A beginning step in estate planning is creating a trust. A trust is a documented agreement that spells...
The Retirement Rollover Process Explained
What does a rollover really mean for you and your savings? What is a rollover? Rollover is transferring a pre-retirement payment from one retirement savings account to another without paying the taxes on the money at that time. Rollover can be a great way to move your...
When Should I Start Collecting Social Security?
Social security is an important aspect of your retirement plan but when is the right time to start collecting? It is crucial to think about how your social security will be used. The timing of collection could be different based on how much you will be relying on...
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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.
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