Offcanvas
(800) 644-1150
  • Manage Your Future
  • Client Access
  • Home
  • How We Help You
    • Financial Planning
    • Investing for Your Future
    • Managing Your Retirement Income
    • Managing Your Risk
  • Wealth Education
    • Articles and Videos
    • Podcast: Managing Your Financial Future
  • About Lucia Capital Group
    • Meet the Team
    • Locations
    • Careers
    • Contact Us
  • FINRA BrokerCheck
Lucia Capital Group
  • (800) 644-1150
  • Contact Us
  • FINRA BrokerCheck
  • Client Access
  • How We Help You
    • Financial Planning
      Full-service financial planning
    • Investing for Your Future
      Investment and asset management
    • Managing Your Retirement Income
      The Bucket Strategy®
    • Managing Your Risk
      Insurance, annuities, and long-term care
  • About Us
    • About the Firm
      Learn what sets us apart from the pack
    • Meet Our People
      We aim to exceed your expectations
    • Locations
      Find the office closest to you
    • Careers
      Join the Lucia Capital Group team
    • Contact Us
      We want to hear from you
  • Wealth Education and Events
    • Articles and Videos
      The full list of articles, videos, and resources
    • Events
      Register today for a live event or webinar
    • Podcast: Managing Your Financial Future
      A podcast all about financial strategies
  • Manage Your Future
Lucia Capital Group

Articles and Videos

3 Ways to Take Care of Your Finances During the Pandemic
Lucia Capital Group Weekly

3 Ways to Take Care of Your Finances During the Pandemic

April 16, 2020

If there’s one thing that many people have more of right now than they ever had before, it’s downtime. Yes, you may be working from home, and your kids may be taking up more of your time, but this pandemic has forced people to work differently, freeing them up from things like daily commutes, phone calls, texts, and emails.

Why the SECURE Act Is So Important to You with Janean Stripe – Season 2: Episode 5
Managing Your Financial Future

Why the SECURE Act Is So Important to You with Janean Stripe – Season 2: Episode 5

April 14, 2020

Between the CARES Act and the SECURE Act, both of which have been enacted, 2020 has turned out (so far) to be a year of change and uncertainty. The SECURE Act was passed in December of 2019, aiming to make retirement saving easier for individuals, increasing access to tax-advantaged accounts, and preventing older Americans from… View Article

Four Things You Must Do at Age 50
Lucia Capital Group Weekly

Four Things You Must Do at Age 50

April 9, 2020

A person in their 20s seems to have just about all the time in the world – or so it may seem to them. And that may be a somewhat correct assumption when it comes to their long-term finances, like saving for retirement. But ask just about anyone who’s at least age 50, and they’ll tell you that the time went by quickly, and now that their retirement date is much closer, they realize they have far less margin for error. If you’ve reached the age of 50 and your retirement date is approaching, but still a decade or more away, you may have a unique opportunity to take care of a few very important things. In fact, making a few small changes or updates right now could potentially save you time, money and aggravation when you finally make it to retirement.

Does a Bear Market Change Your Investing Style?- Season 2: Episode 4
Managing Your Financial Future

Does a Bear Market Change Your Investing Style?- Season 2: Episode 4

April 7, 2020

It’s a fairly well-known and well-accepted fact within the investment world that market timing – attempting to get in or out of equities on the highs or lows – doesn’t work.  Most investing novices (and even veterans) who trade on daily trends will lose money, and some will lose all of their money.  The stock… View Article

What the CARES Act Means to You
Lucia Capital Group Weekly

What the CARES Act Means to You

April 4, 2020

Last week, Congress enacted the largest emergency economic stimulus package in the history of our country. Two of the most relevant items have to do with the stimulus checks and the temporary adjustments to the Required Minimum Distributions.

9 Questions Answered About Your Stimulus Check
Articles

9 Questions Answered About Your Stimulus Check

April 3, 2020

Updated April 7, 2020 with information regarding stimulus check mailing dates.  Updated April 15, 2020 with information regarding the IRS website stimulus check status. The US government may soon be sending you money in the form of a “stimulus check,” designed to provide some relief to those who have taken a financial hit from the… View Article

The College Saving Dilemma
Lucia Capital Group Weekly

The College Saving Dilemma

April 2, 2020

Every parent wants what’s best for their kids, so it’s natural for them to feel the need to help them wherever they can. As a result, many new parents begin to save for their child’s college education immediately, guessing (perhaps correctly) that tuition costs 18 years from now will have risen almost unimaginably high. And that may be a very good idea. What’s not a good idea, though, is to take the money you were saving for your own retirement and redirect it to a college savings account for your children. Shortchanging your retirement savings, especially in the earlier stages of your working life, can ultimately cause much bigger problems for you down the line.

Talking Lifetime Income with Chris Lloyd- Season 2: Episode 3
Managing Your Financial Future

Talking Lifetime Income with Chris Lloyd- Season 2: Episode 3

April 1, 2020

One of the most potentially useful tools a financial planner has is the ability to create some form of lifetime income for those who need it. In much the same way that a company could provide a pension to its employees, so may an advisor offer “pensionized” income as a way to provide guaranteed lifetime… View Article

A Bear Market: Why We Don’t Panic, and Neither Should You
Lucia Capital Group Weekly

A Bear Market: Why We Don’t Panic, and Neither Should You

March 25, 2020

The equity markets have been on a wild ride these past couple of weeks, to say the least. One would think it’s almost become a “new normal” to see swings of at least 5% to either the up or the down side on a daily basis. While that’s not quite true, it is indeed true that we’re living in volatile times, with no way to even remotely ascertain what’s to come next.

From Bull Market to Bear Market in a Flash – Season 2: Episode 2
Managing Your Financial Future

From Bull Market to Bear Market in a Flash – Season 2: Episode 2

March 24, 2020

So maybe you looked at your 401(k) balance as recently as mid-February, and then decided you’d finally enough saved up to retire.  You put your notice in at work, everyone wished you well, and then… And then.  From bull market to bear market in a flash, without warning.  What have you done?  Can you really… View Article

Guide to Financial Survival During the Outbreak
Articles

Guide to Financial Survival During the Outbreak

March 19, 2020

With everything going on around the world, you may have noticed that it’s not only difficult to find everyday grocery store items, but also basic information regarding your money. With that in mind, here’s our Guide to Financial Survival During the Outbreak, a collection of topics, links, and potential solutions to issues that we at Lucia Capital Group believe you or others may find useful.

Keeping Your Cool When the Markets Drop- Season 2: Episode 1
Managing Your Financial Future

Keeping Your Cool When the Markets Drop- Season 2: Episode 1

March 17, 2020

So the long bull market finally came to an end.  The drop in equity values was quick, sudden, but not unexpected.  The markets simply did what they’ve always done, and while we never knew the exact date it would happen, we knew it was inevitable. And because we know it’s inevitable but cannot predict when… View Article

Posts navigation

Previous 1 … 15 16 17 18 19 … 24 Next

Select a Topic

  • All Articles and Videos
  • Lucia Capital Group Weekly
  • Podcast: Managing Your Financial Future
  • Market Commentary
  • Investing and Personal Finance
    IRAs, BDCs, REITs, ETFs—Tired of wading through alphabet soup? Let us clearly explain the investing basics you need to know.
  • Retirement Planning
    Strive to make the most of your retirement. Get answers to your most pressing questions, and gain the knowledge necessary to make important decisions about your financial future.
  • Life Planning
    Little is more important than making sure your loved ones are well taken care of. Let us help you establish education savings accounts, plan your estate, and more.
  • Tax Planning
    Are you missing valuable deductions and over paying on taxes? Get educated and find out.

Take control of your financial future

Get Started Now or call us (800) 644-1150

Connect with us

About Lucia Capital Group

Lucia Capital Group, along with its family of financial services companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management and insurance. We are truly committed to helping our clients pursue their financial goals.

Consisting of several CFP® and CFA® professionals and ChFC® advisors, the team at Lucia Capital Group is knowledgeable and experienced in the areas of financial planning, asset management, investment brokerage, and insurance services. With more than 15 locations nationwide, we offer comprehensive, integrated financial planning and wealth services to clients of all types and accounts of all sizes.

About

  • Our Firm
  • Meet the Team
  • Locations
  • Careers
  • Contact Us

Education

  • Retirement Planning
    Strive to make the most of your retirement. Get answers to your most pressing questions, and gain the knowledge necessary to make important decisions about your financial future.
  • Investing and Personal Finance
    IRAs, BDCs, REITs, ETFs—Tired of wading through alphabet soup? Let us clearly explain the investing basics you need to know.
  • Tax Planning
    Are you missing valuable deductions and over paying on taxes? Get educated and protect your nest egg.
  • Life Planning
    Little is more important than making sure your loved ones are well taken care of. Let us help you establish education savings accounts, plan your estate, and more.

Important Links

  • Client Access
  • Disclosures and Privacy Policy
  • Important Disclosure Regarding Your Personal Financial Dashboard
  • FINRA BrokerCheck

Important Information

Check the background of this firm on FINRA’s BrokerCheck.

The Bucket Strategy® involves investments subject to risks, fees, and expenses. There is no guarantee that any investing strategy will be profitable or provide protection from loss.

The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration (SSA) or any government agency. Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov or call (800) 772-1213 to speak with an SSA representative.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

© 2022 Copyright Lucia Capital Group