Articles and Videos
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
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
Checking In with Ara – May 2024
Hey everyone, it’s Ara with your May 2024 update. I hope you’re all doing well and gearing up for the summer vacation season. I recently had a fantastic time in Palm Springs for Passover with my family. It was great to have my sister and her family fly in from Europe and my other sister and… View Article