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Lucia Capital Group

Articles

What to Know Before You Transfer Assets to Your Heirs
Articles

What to Know Before You Transfer Assets to Your Heirs

August 1, 2025

Learn how to avoid scams like smishing, MFA fatigue, and SIM swapping to help keep your personal and financial information safe.

Sequence-of-Returns Risk: Will You Retire at the Wrong Time?
Articles

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

July 31, 2025

Learn how to avoid scams like smishing, MFA fatigue, and SIM swapping to help keep your personal and financial information safe.

Let’s Manage Your Tax Bill
Articles

Let’s Manage Your Tax Bill

July 23, 2025

Learn how to avoid scams like smishing, MFA fatigue, and SIM swapping to help keep your personal and financial information safe.

How to Stay Safe from Digital Scams
Articles

How to Stay Safe from Digital Scams

June 25, 2025

Learn how to avoid scams like smishing, MFA fatigue, and SIM swapping to help keep your personal and financial information safe.

Market Volatility: Global Shifts and Why The Bucket Strategy® Was Built for This
Articles

Market Volatility: Global Shifts and Why The Bucket Strategy® Was Built for This

April 9, 2025

Stay focused during market volatility—see how The Bucket Strategy® is designed to help keep your plan on track through uncertain times.

Your Guide to This Year’s Tax Forms and More
Articles

Your Guide to This Year’s Tax Forms and More

January 19, 2022

As the new tax season has officially begun, we’ve been getting some questions from clients who want to know what forms and documents (i.e., 1099s, form 5498, etc.) they should expect to receive over the coming days and weeks.

Moving our San Diego Headquarters
Articles

Moving our San Diego Headquarters

December 20, 2021

After almost two decades in our current Sabre Springs location, we are excited to announce that on December 16, 2021 we are moving our San Diego headquarters to a NEW LOCATION at 16789 Bernardo Center Drive, San Diego, CA 92128. The new office space in Rancho Bernardo is in the former Pacific Western Bank building…. View Article

What to Do If (When) Your Taxes Start Going Up
Articles

What to Do If (When) Your Taxes Start Going Up

December 6, 2021

Not knowing what Congress will do should not stop you from planning One variable that is hard to plan for in retirement is taxes. There are steps you can take, though, despite the uncertain tax landscape. We don’t even know what the tax rates will be next year, so how can you plan for 20… View Article

Weekly Market Commentary
Articles

Weekly Market Commentary

December 1, 2021

Each week the LPL Financial Research team assembles thoughtful insight on market news.

Is Now a Good Time to Capture Some Gains in My Portfolio?
Articles

Is Now a Good Time to Capture Some Gains in My Portfolio?

July 8, 2021

A lot of people we’ve been meeting with have noticed that the stock market has far exceeded their expectations since the “Covid Crash” in March 2020…  and now they’re wondering how long this good fortune is going to last. They want to know: “Is now a good time to get out and capture some of… View Article

The Zero-Percent Tax Bracket
Articles

The Zero-Percent Tax Bracket

June 24, 2021

Have you ever heard about a 0% tax bracket?  It does exist – although not officially. Here’s the deal. If you look up the federal income tax brackets and tax rates online for 2021, you may find a table that looks something like this: 2021 Federal Income Tax Brackets and Rates for Single Filers, Married… View Article

How a Qualified Charitable Distribution May Be One Of The Best Tax Moves for a Retiree
Articles

How a Qualified Charitable Distribution May Be One Of The Best Tax Moves for a Retiree

June 3, 2021

As you get closer to, or into, your required minimum distributions, you may find that the requirement to remove a percentage of funds from your tax-deferred retirement accounts is a bit of a tax burden.  Of course, if you need those funds to pay your monthly expenses, there’s not much you can do except bite… View Article

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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.

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  • 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.

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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. The investment professionals are affiliated with LPL Financial. No offers may be made or accepted from any resident of any other state.

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