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

Options for Self-Employed Retirement Plans
Lucia Capital Group Weekly

Options for Self-Employed Retirement Plans

April 25, 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.

What to Know About Inheriting an IRA
Lucia Capital Group Weekly

What to Know About Inheriting an IRA

April 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.

This Year’s 5 Most Common Tax Questions
Lucia Capital Group Weekly

This Year’s 5 Most Common Tax Questions

April 11, 2019

Tax Day is right around the corner, and it seems like this particular tax-filing season has brought with it a pretty high level of confusion, most of it due to the effects of the 2018 tax law changes. Here are the five most common questions we’re seeing right now: 1) What’s up with the smaller… View Article

Why Consider Multiple Sources of Retirement Income?
Lucia Capital Group Weekly

Why Consider Multiple Sources of Retirement Income?

April 4, 2019

When it’s time for you to retire, it’s likely you’ll need a source of income to replace your salary. And for many people, Social Security just isn’t enough. So how do you generate a reasonably stable income that will last as long as you do? The solution may be to have several sources of retirement… View Article

Should You Really Own Fewer Stocks in Retirement?
Investing and Personal Finance

Should You Really Own Fewer Stocks in Retirement?

March 28, 2019

Have you ever heard those investing cliches that sound like real advice but aren’t? You know, like “sell in May and go away,” “the trend is your friend,” or the so-called “100 minus your age” rule, which says you can figure out how much you should own in stocks by simply subtracting your age from… View Article

Sometimes It’s Better to Do Nothing
Lucia Capital Group Weekly

Sometimes It’s Better to Do Nothing

March 21, 2019

If you’re like most investors, you got hit pretty hard in the last quarter of 2018. According to Oppenheimer, investors pulled more than $200 billion out of equity mutual funds and ETFs from October through the first week in January. And money market assets grew by $209 billion last year—more than the previous five years… View Article

What to Do If You Missed Your RMD
Lucia Capital Group Weekly

What to Do If You Missed Your RMD

March 14, 2019

Here’s a really important question for those of you who were at least 70½ years old last year: did you take your required minimum distributions (RMDs) from your pre-tax retirement accounts for 2018? I hope you answered “yes” to that question, because for most IRA and defined benefit contribution plan owners, the deadline to do… View Article

What You Don’t Know about Volatility Can Hurt You
Investing and Personal Finance

What You Don’t Know about Volatility Can Hurt You

March 7, 2019

If there’s anything that the global financial meltdown of 2008 taught us, it’s that risk management is important in any investment environment. If you don’t have a strong risk management approach to investing, you could be exposed to some potentially dangerous volatility. In the investment world, while a little volatility can be good, too much… View Article

Are Two Incomes Really Better Than One?
Investing and Personal Finance

Are Two Incomes Really Better Than One?

February 28, 2019

There was a time when it was common for one spouse to go to work and earn a living while the other spouse stayed at home and took care of the house and the kids. Remember that? As gender roles expanded in the 1960s and 1970s, these stereotypes went out the window—and both spouses often… View Article

Mixing Investments May Raise Retirement Confidence
Investing and Personal Finance

Mixing Investments May Raise Retirement Confidence

February 20, 2019

A lot of people these days seem to be concerned about outliving their retirement savings. They see stock market volatility, and they get all kinds of agita when they think about having to rely on their portfolio for retirement income. Well, here’s a little good news for you: some new research suggests that by adding… View Article

Money-Saving Tips for Valentine’s Day
Investing and Personal Finance

Money-Saving Tips for Valentine’s Day

February 12, 2019

In case you’ve forgotten, today is Valentine’s Day. It’s one of those special days of the year that can not only put you in a nice, romantic mood but also put a dent in your wallet. The National Retail Federation says consumers spent nearly $20 billion on gifts and activities last year, with over half… View Article

Retiring Young and the 4% Rule
Investing and Personal Finance

Retiring Young and the 4% Rule

February 6, 2019

About 25 years ago we began hearing about the 4% rule, which is the idea that a retiree can withdraw 4% of a portfolio’s original value per year and still be reasonably certain that their money will last as long as they do. Whether it works is dependent on many different factors, but it’s a… View Article

Posts navigation

Previous 1 … 21 22 23 24 25 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