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The Gap: Women, Retirement, and Financial Wellness
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,...
Life Expenses In Retirement: To Budget Or Not To Budget
Your expenses do not just represent your spending, they represent who you are. Are you the type of person who only eats out once or twice a week, or are you the type of person who takes joy in paying for your entire extended family when you dine out? Do you purchase...
Concerned About The Markets?
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...
Have You Thought About Investing In Real Estate Outside Of Your Portfolio?
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...
Voices of Experience: Considering Your Lifestyle in Retirement
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...
Know Thyself: Psychology’s Role in Preparing for Retirement Decisions
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...
Have You Asked Yourself These Retirement Questions?
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...
12 Of The Top Ways To Prepare For Retirement
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 Of The...
How We Assist With Your Principal During Retirement
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...
The Income Option: 401(k) Options Could Be Improved
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...
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.