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How Can You Minimize Taxes On Your Retirement Income?
When you pay taxes while you are working, it does not seem like such a big deal because you have a...
Steps To A Successful Estate Plan
As you go through retirement, it is wise to consider putting together an estate plan. Having an...
Why You Only Hear From Your Financial Advisor Once A Year
If you are seeking professional assistance, it is likely because you want guidance for your...
Can You Keep Your Lifestyle In Retirement?
You make an important lifestyle change when you decide to retire. For some, that can be a scary...
How To Make Your Money Last In Retirement
When one expense goes out the front door, another comes in the window. Now that you are retired,...
How Much Money Do You Need To Retire?
When thinking about retirement, the natural question you want to ask is, “How much money do you...
2017: Find What You Love to Do and Do it
It can be one of life’s biggest challenges to make your passions and your profession align. Often,...
Year-end Financial Planning: Making a Difference for Next Year, Part 2
We’re continuing our discussion of advice for retirement planning. The beginning of the year is a...
Year-end Financial Planning: Making a Difference This Year
Whenever I get faced with a question along the lines of, “When is the best time to start...
The Wrong Choice: Thinking Twice About Big Purchases
When you’re making retirement plans, there’s a lot that you want to get right. You want to make...
What Does a Record-Breaking Market Mean for Your Retirement?
Most sectors are seeing record highs in the wake of the American election, which may mean a number...
Rated Among Top Wealth Management Firms by Forbes Magazine
https://youtu.be/k6BrV0bejX8 Miramontes Capital is a Registered Investment Adviser. Advisory...
17 Rewarding Travel Destinations For Your Retirement Bucket List
Many people work for 40+ years, and take no more than two weeks off at a time. All that hard work...
Diversifying Your Retirement Portfolio: The Power Of Sectors
Diversifying your retirement portfolio is an important step before your “New Beginning,” and...
When Is The Best Time To Invest During Presidential Cycles?
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to...
The Gap: Women, Retirement, and Financial Wellness
Working women who save for retirement will likely be less than satisfied by the assumption that...
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...
Concerned About The Markets?
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to...
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...
Voices of Experience: Considering Your Lifestyle in Retirement
What are the most important things to work toward to stay happy in retirement? Certainly a...
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...
Have You Asked Yourself These Retirement Questions?
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to...
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...
How We Assist With Your Principal During Retirement
When you look at your principal during retirement (the amount of funds currently in your...
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...
Facing Your Comfort Zone In Retirement
When helping you plan out your retirement funds, the financial advisers at Miramontes Capital make...
Book Series: Planning With Your Spouse
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to...
What’s Your Spending Arc?
Let’s look at some of the benefits and drawbacks of these three spending strategies.
Protecting Your Assets In Retirement: What You Should Know
What sets our services apart here at Miramontes Capital is the emphasis we place on minimizing...
Book Series: Social Security
https://youtu.be/BlCMR6AZtIw Order your copy of Retirement: Your New Beginning On Amazon....
Failing to Connect: Couples and Retirement Saving
George Bernard Shaw said that “The single biggest problem in communication is the illusion that it...
Inflation in Retirement
https://www.youtube.com/watch?v=_pLkTn6tzVc Miramontes Capital is a Registered Investment Adviser....
New California Retirement Savings Plan: Not a Solution, but Definitely an Option.
A historic bill is making its way through California’s legislature, one that could increase the...
Retirement Confidence: Common Hurdles, Part 1
Saving is hard work. Between making the right choices about your 401(k), deciding about other...
An Aging Work Force? Employers Need to Take Note
Care to work a little longer? Research is showing the trend of a growing number of seniors...
Inflation In Retirement Planning: The Two Sides Of The Cash Register
How does inflation in retirement planning affect you? Many people might experience some...
Recommended Social Security Strategies For Your Retirement
Social Security payouts can help provide a healthy source of income during retirement. How and...
Why Retirement May Surprise You—And How To Welcome It
Retirement is truly what you make of it. Learning to welcome the multitude of surprises it can...
Paying Off Debt In Retirement
Paying off debt in retirement is feasible with the right plan of action. Here at Miramontes...
Voluntary Retirement
https://youtu.be/5vbU-5xXOhc Miramontes Capital is a Registered Investment Adviser. Advisory...
Planning with Your Partner: Retiring with a More Holistic Approach
Looking at big-picture descriptions of what retirement looks like for couples, it could be easy to...
How To Invest Wisely: Choosing The Right Stocks Before Retirement
Knowing how to invest wisely will help usher you into an enjoyable retirement. Investing should...
Some Of The Top Free Personal Budgeting Tools & Apps
Sixty-eight percent of Americans do not budget—at all. But even if you do, one of these great...
The Book is Here!
Pre-order your copy of Retirement: Your New Beginning on Amazon Helping someone plan for...
Do You Have To Wait Until Age 59 ½ To Take Money Out?
Picture this: you have saved up for years to bolster a healthy retirement fund. But do you have to...
Healthcare and Long-Term Care
https://youtu.be/jXSYqHYxX7w Miramontes Capital is a Registered Investment Adviser. Advisory...
Factoring Taxes Into Your Retirement Plan
Have you considered factoring taxes into your retirement plan? It should not be an overlooked step...
When to take Social Security?
https://youtu.be/HE7RHN1jtyM Miramontes Capital is a Registered Investment Adviser. Advisory...
Filling Time v. Fulfilling Time: the Difference to Your Retirement
Taking on the task of getting yourself primed for retirement can appear like a monumental task—and...
Retirement Myths
If you don’t use a retirement planner, finding retirement advice can be scary. Some may have a...
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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Purshe Kaplan Sterling Investments and Miramontes Capital are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. @ Miramontes Capital | LEGAL INFORMATION