Retirement Planning

Lucia Capital Group Weekly

Financial Fears for Halloween

October 26, 2016

Halloween is just around corner and while it’s fun for the kids, as adults we’re often confronted with fears that we don’t find so nice. Here are a few of the most common financial fears that many people face all year long.

Investing and Personal Finance

3 Ways You May Create a More Tax-Efficient Portfolio

October 13, 2016

In this video, Ray Lucia Jr. offers 3 ways you may be able to create a more tax-efficient portfolio.

Investing and Personal Finance

Happy Life, Happy Wife, Happy Retirement

October 6, 2016

In this video, Ray Lucia Jr. talks about the top money habits of happy couples.

Investing and Personal Finance

It May Be Harvest Time For Your Capital Gains

September 29, 2016

In this video, Ray Lucia Jr. explains how harvesting capital gains may be a useful tax management strategy.

Investing and Personal Finance

5 Things Everyone Over 50 Needs to Think About

September 21, 2016

As retirement approaches, you have less margin for financial error than when you were, say, 30 years away from retirement. If you’re over the age of 50, here are a few things that you should have on your financial To-Do list.

Investing and Personal Finance

3 Misconceptions of Investors With No Strategy

September 15, 2016

A good financial strategy is like a road map. Without either one, you may end up way off course from your destination. Here are three misconceptions of investors that don’t have a strategy.

Investing and Personal Finance

How You Spend May Impact Your Retirement Plans

September 7, 2016

One of the things that could impact your retirement is what type of retirement spender you are.

Investing and Personal Finance

“The Dog Ate My Rollover” Still Won’t Work With New IRS Rollover Rules

September 1, 2016

The IRS is now waiving the 60-day retirement rollover rule, if one or more of eleven special circumstances applies. Watch to find out what they are, and how the new waiver procedure works.

Investing and Personal Finance

Chasing Yield: Not All Dividends Are Created Equal

August 23, 2016

Chasing yield: just because a stock is paying a high dividend, does that mean it’s a great investment for you?

Investing and Personal Finance

Gold, Phelps, and Your Portfolio

August 18, 2016

There’s a really big change coming that may be big enough to pour huge amounts of money into real estate investments.

Retirement Planning

5 Ways To Spot IRS Impostors

August 3, 2016

Ray Lucia Jr. presents five ways to recognize a scammer posing as the government

Retirement Planning

3 Unique Challenges Women Face In Retirement

July 27, 2016

Ray Lucia Jr. discusses three unique challenges women face in retirement.