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Miramontes Capital3 Effective Retirement Calculators Online: When Will You Retire?
Before consulting retirement planning professionals at Miramontes Capital, it is a smart idea to...
What Rebalancing Means & How It Can Make A Big Impact On Your Retirement
There are many buzzwords surrounding retirement—but there is one in particular you should consider...
Risk, Retirement and Quality of Life, Pt. 1
In the realm of retirement planning, there is one goal that summarizes the thrust of our efforts:...
Withdrawing Your Money During Retirement
Think of withdrawing your money during retirement as equivalent to devouring a delicious meal you...
21 Smart Retirement Questions To Ask Yourself Before You Retire
Are you concerned about not having enough money for retirement? If your retired years are in the...
Brexit and You: What the Climate Means for Your Retirement
The world’s eyes were in the UK over the past few weeks, and those with vested interests in the...
How Mutual Funds Work
When shopping around for investment products, there is an array of choices to select from, one of...
Constant Communication and Analysis: The Miramontes Method
Imagine that, after a life’s worth of hard work, you’ve saved enough to make the huge...
Rated Among Top Wealth Management Firms by Forbes Magazine
https://youtu.be/k6BrV0bejX8 Miramontes Capital is a Registered Investment Adviser. Advisory...
Multiple Employer Plans: Big Potential for Small Businesses
The subject of retirement plans for small business employers and employees is one that can...
Taking Advantage of Dividend Yields
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Why A Fiduciary Is Important To You
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Miramontes Capital – Miracles For Kids
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How To Allocate Your 401(k) As You Approach Retirement
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How To Invest In Sectors
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered...
401(k) Contribution Limits
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Retiring Early?
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Your Retirement Checklist
https://youtu.be/Hmv0u0VPvyg Miramontes Capital is a Registered Investment Adviser. Advisory...
The 4 Retirement Planning Stages
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Managing Your Time In Retirement
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to...
Adjusting Your Mindset In Retirement
Shifting into the retirement mindset means more than just rolling out the world map and plotting...
Market Volatility and The Media
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to...
How To Invest In Stock Market Indexes
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Ways You Can Benefit From Being A Miramontes Capital Client
Making a financial investment through a trusted advisor can come with perks—and here at...
What To Do When The Market Is Up
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to...
Is Your Life Insurance Sufficient Enough?
Schedule an in office or over the phone consultation to discuss how Miramontes Capital can help...
Making The Right Choice
Schedule an in office or over the phone consultation to discuss how Miramontes Capital can help...
6 Signs Your Budgeting System Needs To Be Revisited
“Beware of little expenses. A small leak will sink a great ship.” -Benjamin Franklin Your expenses...
Choosing A Financial Advisor For Retirement: 4 Crucial Questions
Choosing a financial advisor for retirement is a huge exercise in trust. After saving for...
There Is No Standard Retirement Formula That Works For Everyone
A number of years ago I had a prospective client, Kay, ask me if I was more aggressive or...
6 Investment Risk Tolerance Questions: What’s Your Tolerance?
Think back to the last three financial decisions you made. Do you think your decisions were more...
Cash Flow is King: Securing Your Income Before and After Retirement, Part II
Last blog we addressed a few points of the rather expansive topic of how to secure cash flow with...
Cash Flow is King: Securing Your Income Before and After Retirement, Part I
Keeping up a proper savings plan for retirement can feel like a monumental accomplishment. As is...
Roadmap To Retirement
Schedule an in office or over the phone consultation to discuss how Miramontes Capital can help...
Three Retirement Accounts for Freelancers (and Small Business Owners, Too)
There have never been more opportunities for industrious workers to make their careers out of...
15 Excellent Retirement Quotes And Sayings
As you prepare to say goodbye to work, there are some excellent retirement quotes and sayings that...
3 Common Retirement Fears (And How To Overcome Them)
It is impossible to know how the new phase of retirement is going to feel and how deeply it will...
To Save for Retirement or to Pay Down Student Loans?
What are the first three things you think of when you hear the word millennials? iPhones,...
Retirement and Estate Planning: The Basics
Why is estate planning important for retirees? How can you best prepare for a meeting with an...
5 Things You Can Do With Your IRA Account
An IRA account can be very flexible in addressing your retirement income needs. Many types of...
Is contributing the maximum in my 401(k) the best decision for my retirement?
A common retirement question we often hear is, “should I contribute the maximum in my 401(k)...
10 Uncommon Retirement Plans
Retirement. All those years and preparation and you can finally relax. But after a few weeks, you...
Retirement Planning In Orange County: How much is enough?
The natural question in retirement planning that you want to ask is, “How much is enough?”...
What is the difference between a Roth IRA and a Traditional IRA?
Surprisingly, basic information can be the difference between a happy retirement and a stressful...
Playing Catch-up on Retirement Savings: How to Move the Needle
Nobody likes the feeling of being behind. When it comes to putting away money for your life after...
Volatile Markets: Keeping your Portfolio Above the Influence
In situations when the markets take a downturn, many of us may feel a strong impulse to simply do...
2016: Retirement Priorities
A majority of people work diligently—and need to work diligently—to secure a retirement plan that...
Retirement Resolutions: Prepare for Your Heirs
With the New Year rapidly approaching, Miramontes Capital has put together a few suggested...
Retirement Fears: How Do I Say It?
A client from Irvine, when discussing fears and retirement planning, said that he couldn’t believe...
Connecting Seniors: Retirement and Technology
Ask a professional what he or she pictures for their retirement as far as technology goes, and...
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 Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
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