Articles
Why You Should Take Your RMDs Early in the Year
Required Minimum Distributions (RMDs) can be a tricky thing to navigate. This has always been true, but even more so for last year (2020), when some of the rules either changed or were temporarily put on hold. Not understanding these rules, or having the wrong information, can be costly. But did you know that you… View Article
How the 2020 Economic Relief Acts Will Affect You in 2021
If nothing else, 2020 was a year of change. Most of it temporary, some of it permanent. This was true in all phases of life, including finance. We saw, among other things, stimulus checks (two rounds), extra unemployment benefits, and people who were forced to relocate and change their lives completely around. Each of these… View Article
Happy Thanksgiving from Lucia Capital Group
Well, folks, it’s been quite a year. Nobody has ever seen anything like 2020 and hope we don’t have to go through another one like it ever again. But with all the chaos we’ve seen over the past 11 months, we still have so much to be thankful for, and it all starts with you,… View Article
Does Mixing Your Investments Raise Your Retirement Confidence?
Did your doctor ever tell you to eat a variety of foods to keep yourself healthy? That was probably some good advice. As it turns out, the same may hold true in the world of investing. If you own just a simple mix of traditional stock and bond investments, you may be at risk of… View Article