Articles and Videos

Diversification Can Make a Difference

Happy Holidays from Lucia Capital Group

Here we are, at the end of 2018, and with the Christmas season in full swing, I want to take a quick break from work to thank each of you, our valued clients and friends, for helping us make this past year such a success.

Tax Management at Retirement

Pay Off the Mortgage or Invest the Money?

One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?

4 Year-End Planning Tips

You may have noticed that 2018 is quickly coming to an end. When it comes to retirement and tax planning, right now can be a really good time to take care of some things that need to be done before the year is out. Unfortunately, this is also a time where people tend to make some not-so-good decisions about RMDs, Roth conversions, asset appreciation – things like that.

Happy Thanksgiving from Lucia Capital Group

On behalf of everyone here at Lucia Capital Group, I wish you a very happy Thanksgiving, and a joyous end of the year.

3 Tips for Buying or Selling a Home

If you’re thinking about buying or selling your home, you probably have some questions. The process can be long and stressful, and many of the rules have changed over the past couple of decades. So whether you’re a buyer or a seller (or both), here are 3 tips to help you play it smart.

Medicare Open Enrollment for 2018

Fall is in full swing, which means that once again, it’s open enrollment for Medicare, also known as the Annual Election Period. It started on October 15, and it will end on December 7, which means you’ve only got a few weeks to get some things done.

How to Determine Your Retirement Income Needs

Everyone’s retirement situation is unique. This means the amount of money you’ll need for income in retirement can be a lot more, or a lot less, than that needed by others your age. However, it’s still a good idea to come up with a personal estimate—one that will put you somewhere in the ballpark of where you may need to be.

Avoiding Tax Headaches

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.

These Crazy Markets

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.

Are You Drowning in Financial Documents?

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.