Articles and Videos
![The Dowden Report – July 2024](https://www.luciacap.com/wp-content/uploads/202407-jdowden-550x309.jpg)
![The Dowden Report – July 2024](https://www.luciacap.com/wp-content/uploads/202407-jdowden-550x309.jpg)
The Dowden Report – July 2024
Hello and Welcome to the Dowden Report! I am your financial advisor and host, Joshua Dowden. Summer Plans and Family Time As we enter the Dog Days of Summer, many of us are planning our summer get-a-ways and time with the family as our kids or grandkids enjoy their summer break. This is a time… View Article
![The 3 Biggest Tax Surprises in Retirement and How to Avoid Them](https://www.luciacap.com/wp-content/uploads/20240613-lcgweekly-550x309.jpg)
![The 3 Biggest Tax Surprises in Retirement and How to Avoid Them](https://www.luciacap.com/wp-content/uploads/20240613-lcgweekly-550x309.jpg)
The 3 Biggest Tax Surprises in Retirement and How to Avoid Them
There are tax surprises in retirement? Yes! Will you have to pay those taxes? Let’s find out. With this week’s edition of Lucia Capital Group Weekly, I’m Professor Rick Plum. Taxes are a part of life, and most of us know the process: you have a job, you earn your paycheck, and then that paycheck… View Article
![The Dowden Report – June 2024](https://www.luciacap.com/wp-content/uploads/202406-jdowden-550x309.jpg)
![The Dowden Report – June 2024](https://www.luciacap.com/wp-content/uploads/202406-jdowden-550x309.jpg)
The Dowden Report – June 2024
Father’s Day and Summer Solstice Greetings Hello and welcome to the June 2024 edition of The Dowden Report! We are fast approaching Father’s Day and, of course, the Summer Solstice. Happy Father’s Day to all the great Dad’s out there! You deserve it! As the summer approaches, Genie and I are heading to Fossil Creek, Arizona…. View Article
![How the “Conventional Wisdom” May Cost You in Taxes](https://www.luciacap.com/wp-content/uploads/20240530-lcgweekly-1-550x309.jpg)
![How the “Conventional Wisdom” May Cost You in Taxes](https://www.luciacap.com/wp-content/uploads/20240530-lcgweekly-1-550x309.jpg)
How the “Conventional Wisdom” May Cost You in Taxes
Here’s a headline for you: The financial “conventional wisdom” may cost you BIG in taxes! I’m Rick Plum, and welcome to this week’s edition of Lucia Capital Group Weekly. One of the most common pieces of financial advice that’s out there (and it’s been around for years) says that a retired person should always spend… View Article
![The Dowden Report – May 2024](https://www.luciacap.com/wp-content/uploads/202405-jdowden-550x309.jpg)
![The Dowden Report – May 2024](https://www.luciacap.com/wp-content/uploads/202405-jdowden-550x309.jpg)
The Dowden Report – May 2024
Hello and welcome to the May 2024 edition of The Dowden Report! Spring Is Here: Enjoy the Weather! Spring is in the air. 80-degree days, 60-degree nights…. Who doesn’t love this weather? Spending more time outdoors, taking the pups to the outdoor patio seats at our favorite restaurants. Enjoy this while you can. Upcoming Event:… View Article