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How Much Should I Save to Retire?

by Sean Dailey | Jun 30, 2017 | Financial Planning, Retirement Planning

The question that’s on everyone’s mind: how much should I be saving for retirement? The reality is, there is no one-size-fits all answer. Saving for retirement is a very personal and individual matter. Consider the lifestyle you have, want to have and also how that...

Best Places to Retire in Southern California

by Sean Dailey | Jun 26, 2017 | Retirement Planning

Discussing retirement can often lead to the question: where is the right place to retire? Miramontes Capital is ready to lead you in the right direction. To start, beautiful southern California is home to more retirement-ready areas than you may think. Every...

What Retirees Wish They Had Known Before Retiring

by Sean Dailey | Jun 14, 2017 | Retirement Planning

Retirement is a big step in your life, so it is important to be well-informed on every aspect. Many people go into their retirement years thinking they know all the necessary information to help them through. Unfortunately, there is still a lot they find they find...

5 Retirement Myths to Watch Out For

by Sean Dailey | Jun 13, 2017 | Retirement Planning

There is a lot of uncertainty surrounding your retirement years. The last thing you want is to plan based on facts that aren’t true. Here are some common retirement myths to keep your eyes open for. Myth #1: Stocks are not good investments for retirees Retirees often...

What High Tax Rates and Inflation Can do to Your Retirement

by Sean Dailey | May 26, 2017 | Tax Planning

When it comes time to retire, your assets are very important. Understanding what elements could affect them is even more important so you can properly prepare yourself and your portfolio. What High Tax Rates and Inflation Can do to Your Retirement High Tax Rates...

How to Avoid Overexposure in a Market Upturn

by Sean Dailey | May 19, 2017 | Investment Planning

When trading stocks, you do not want to be overexposed by investing too much into just one place. Specifically, This happens when a trader makes the technical mistake of investing too much in a particular opportunity. While increasing exposure offers a chance for a...

Preparing Your 401(k) For Retirement

by Sean Dailey | May 9, 2017 | Financial Planning, Retirement Planning

As you are preparing your 401(k) for retirement, one option you have is to re-allocate it. While it is best for you to give us a call to go over your particular situation in detail, we can give you some general guidelines to help point you in the right direction....

How to Protect Your Assets in a Market Downturn

by Sean Dailey | Apr 21, 2017 | Financial Planning, Investment Planning, Retirement Planning

We always customize portfolios to minimize risk for each individual investor. Investing in stocks is also an element, but we avoid chasing unrealistic rates of return that open our clients up to unnecessary risk. As wealth architects, it is our responsibility not to...

Preparing for Retirement With Your Spouse

by Sean Dailey | Apr 18, 2017 | Retirement Planning

When many of our clients look back on their life from retirement, it is not surprising that the one constant throughout all of the changes was their spouse. Upon retirement, it is likely that apart from friends and acquaintances, most find themselves largely with...

How To Use Dividends For Retirement Income

by Sean Dailey | Apr 18, 2017 | Financial Planning, Investment Planning, Retirement Planning

Dividends can be a great source of income for retirees. When you are ready to start delving into the investment options available to you, it can be hard to know where to begin. Not a Fixed Income—But an Income The number one thing retirees are usually after in their...

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