Articles and Videos

Are Two Incomes Really Better Than One?

Mixing Investments May Raise Retirement Confidence

Money-Saving Tips for Valentine’s Day

Retiring Young and the 4% Rule

5 Financial Planning Tips to Kick Off 2019

4 Ways to Pay For College Without Student Loans

Are You Really Diversified?

Sequence-of-Returns Risk: What If You Retire at the Wrong Time?

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?