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Articles and Videos

3 Big Retirement Tax Bites
Lucia Capital Group Weekly

3 Big Retirement Tax Bites

August 15, 2019

There are people out there who may be saving too much for retirement—and you might be one of them! Don’t get us wrong, building your savings is a good thing. In fact, we’re in the business of helping people do just that. You certainly don’t want to under-save, but over-saving can also be a problem.

Defying the Conventional Wisdom on Social Security
Lucia Capital Group Weekly

Defying the Conventional Wisdom on Social Security

August 8, 2019

There are people out there who may be saving too much for retirement—and you might be one of them! Don’t get us wrong, building your savings is a good thing. In fact, we’re in the business of helping people do just that. You certainly don’t want to under-save, but over-saving can also be a problem.

The Myth of the Retirement Crisis
Lucia Capital Group Weekly

The Myth of the Retirement Crisis

August 1, 2019

There are people out there who may be saving too much for retirement—and you might be one of them! Don’t get us wrong, building your savings is a good thing. In fact, we’re in the business of helping people do just that. You certainly don’t want to under-save, but over-saving can also be a problem.

Are You Saving Too Much for Retirement?
Lucia Capital Group Weekly

Are You Saving Too Much for Retirement?

July 25, 2019

There are people out there who may be saving too much for retirement—and you might be one of them! Don’t get us wrong, building your savings is a good thing. In fact, we’re in the business of helping people do just that. You certainly don’t want to under-save, but over-saving can also be a problem.

Breaking the 4% Rule
Lucia Capital Group Weekly

Breaking the 4% Rule

July 18, 2019

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

Can a Retiree Really Pay No Taxes on $100,000 in Income?
Lucia Capital Group Weekly

Can a Retiree Really Pay No Taxes on $100,000 in Income?

July 11, 2019

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

Are You Doing Enough to Plan for Longevity?
Lucia Capital Group Weekly

Are You Doing Enough to Plan for Longevity?

July 3, 2019

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

Be Careful With High-Yielding Stocks
Lucia Capital Group Weekly

Be Careful With High-Yielding Stocks

June 27, 2019

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

5 Ways Your Retirement Plan Could Change This Year
Lucia Capital Group Weekly

5 Ways Your Retirement Plan Could Change This Year

June 20, 2019

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

Forget the Noise and Just Take Care of Yourself
Lucia Capital Group Weekly

Forget the Noise and Just Take Care of Yourself

June 13, 2019

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

Do You Need Guaranteed Income in Retirement?
Lucia Capital Group Weekly

Do You Need Guaranteed Income in Retirement?

June 6, 2019

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

The Triple Tax Benefits of Health Savings Accounts (HSAs)
Lucia Capital Group Weekly

The Triple Tax Benefits of Health Savings Accounts (HSAs)

May 30, 2019

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

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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.

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    Are you missing valuable deductions and over paying on taxes? Get educated and protect your nest egg.
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    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.

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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.

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