Articles and Videos

Investing and Personal Finance

Money-Saving Tips for Valentine’s Day

February 12, 2019

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

Investing and Personal Finance

Retiring Young and the 4% Rule

February 6, 2019

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

Investing and Personal Finance

5 Financial Planning Tips to Kick Off 2019

January 30, 2019

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

Investing and Personal Finance

4 Ways to Pay For College Without Student Loans

January 24, 2019

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

Investing and Personal Finance

Are You Really Diversified?

January 17, 2019

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

Investing and Personal Finance

Sequence-of-Returns Risk: What If You Retire at the Wrong Time?

January 10, 2019

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

Investing and Personal Finance

Diversification Can Make a Difference

January 3, 2019

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

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Happy Holidays from Lucia Capital Group

December 20, 2018

Here we are, at the end of 2018, and with the Christmas season in full swing, I want to take a quick break from work to thank each of you, our valued clients and friends, for helping us make this past year such a success.

Investing and Personal Finance

Tax Management at Retirement

December 12, 2018

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

Investing and Personal Finance

Pay Off the Mortgage or Invest the Money?

December 6, 2018

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

Investing and Personal Finance

4 Year-End Planning Tips

November 29, 2018

You may have noticed that 2018 is quickly coming to an end. When it comes to retirement and tax planning, right now can be a really good time to take care of some things that need to be done before the year is out. Unfortunately, this is also a time where people tend to make some not-so-good decisions about RMDs, Roth conversions, asset appreciation – things like that.

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Happy Thanksgiving from Lucia Capital Group

November 21, 2018

On behalf of everyone here at Lucia Capital Group, I wish you a very happy Thanksgiving, and a joyous end of the year.