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Facing Your Comfort Zone In Retirement

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...

Book Series: Planning With Your Spouse

by Sean Dailey | Oct 13, 2016 | Financial Planning

What’s Your Spending Arc?

by Sean Dailey | Oct 10, 2016 | Financial Planning

Let’s look at some of the benefits and drawbacks of these three spending strategies.

Protecting Your Assets In Retirement: What You Should Know

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...

Book Series: Social Security

by Sean Dailey | Oct 3, 2016 | Retirement Planning

https://youtu.be/BlCMR6AZtIw 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...

Failing to Connect: Couples and Retirement Saving

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...

Inflation in Retirement

by Sean Dailey | Sep 27, 2016 | Retirement Planning

https://www.youtube.com/watch?v=_pLkTn6tzVc 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....

New California Retirement Savings Plan: Not a Solution, but Definitely an Option.

by Sean Dailey | Sep 26, 2016 | Retirement Planning

A historic bill is making its way through California’s legislature, one that could increase the retirement options available to around 7 million employees. The California Secure Choice Retirement Savings plan will extend a retirement option to those employed at small...

Retirement Confidence: Common Hurdles, Part 1

by Sean Dailey | Sep 19, 2016 | Retirement Planning

Saving is hard work. Between making the right choices about your 401(k), deciding about other savings methods, and covering expenses for healthcare, insurance, and simply daily living, it’s no wonder many out there planning for retirement in the Costa Mesa area are...

An Aging Work Force? Employers Need to Take Note

by Sean Dailey | Sep 12, 2016 | Retirement Planning

Care to work a little longer? Research is showing the trend of a growing number of seniors electing to stay in the work force. A recent Pew research poll of those 65 and older put it at 18.8 percent, which is a solid increase from the percentage from the 12.8 percent...

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