Articles and Videos

Investing and Personal Finance
The 3 Biggest Tax Surprises in Retirement and How to Avoid Them
June 12, 2024
There are tax surprises in retirement? Yes! Will you have to pay those taxes? Let’s find out. With this week’s edition of Lucia Capital Group Weekly, I’m Professor Rick Plum. Taxes are a part of life, and most of us know the process: you have a job, you earn your paycheck, and then that paycheck… View Article

Investing and Personal Finance
How the “Conventional Wisdom” May Cost You in Taxes
May 29, 2024
Here’s a headline for you: The financial “conventional wisdom” may cost you BIG in taxes! I’m Rick Plum, and welcome to this week’s edition of Lucia Capital Group Weekly. One of the most common pieces of financial advice that’s out there (and it’s been around for years) says that a retired person should always spend… View Article