Articles and Videos

Avoiding Tax Headaches

November 1, 2018

Do you want to know how to make your life a bit simpler, more organized, and easier for your family to deal with once you’re no longer around? Here’s an idea: start ditching some of those unnecessary financial documents taking up space.

Lucia Capital Group Weekly

During the year you turn 70 ½, you have to begin paying taxes on a certain portion of your tax-deferred retirement accounts, your Required Minimum Distributions (RMDs). The penalty for not distributing at least the minimum is a big one: 50% of the shortfall. Since you’re obliged by tax law to remove this money from its pre-tax status and move it to the post-tax world, when should you consider taking it?

Lucia Capital Group Weekly

Is Now a Good Time to Convert Your Roth IRA?

July 19, 2018

The new tax law passed last year created some generally lower tax rates that are set to expire at the end of 2025. Now may be a good time to take advantage of this window to do Roth conversions before tax rates potentially go back up to 2017 levels or higher.

News and Press

Lucia Capital Group Announces New Investment Advice Subscription Service

July 16, 2018

New Service, ClickGoals, Expected to Launch Fall 2018 National wealth management firm Lucia Capital Group today announced its forthcoming subscription service, ClickGoals, which will offer financial planning advice and investment management services at a range of prices reflecting investors’ service requirements. In an effort to better serve an ever-widening range of client needs, the new… View Article

Investing and Personal Finance

What Does It Take to Be Wealthy?

July 11, 2018

If you were to ask people what their personal definition of “wealth” is, you’d probably get a different answer from just about everyone. You might think that “having lots of money” would be the standard definition, but according to a survey for the Modern Wealth Index from Charles Schwab, only 11% gave that answer.

Lucia Capital Group Weekly

Introducing Your Personal Financial Dashboard

May 24, 2018

Here at Lucia Capital Group, we continually strive to deliver enhanced services to you. We have been working diligently behind the scenes, setting up our client accounts on a new wealth management platform that will give our financial advisors more capabilities when illustrating our advice to you and your family.

Lucia Capital Group Announces New Investment Advice Subscription Service

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Avoiding Tax Headaches

These Crazy Markets

Are You Drowning in Financial Documents?

A Better Time to Take Your Required Minimum Distributions

Is Now a Good Time to Convert Your Roth IRA?

What Does It Take to Be Wealthy?

Introducing Your Personal Financial Dashboard

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