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Tax Planning

It May Be Harvest Time For Your Capital Gains
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.

Managing Taxes as a Self-Employed Individual
Bucket Strategy Investing

Managing Taxes as a Self-Employed Individual

June 28, 2016

Self-employment taxes can get complicated, not to mention costly. When it comes to planning for 1099 earnings, there are strategies to help avoid nasty surprises when tax season comes around.

3 Biggest Estate Planning Mistakes
Lucia Capital Group Weekly

3 Biggest Estate Planning Mistakes

June 9, 2016

This week, Ray Lucia Jr. covers the three biggest estate planning mistakes and how they can potentially subject your estate to taxes, creditors, or probate.

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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 achieve 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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About

  • Our Firm
  • Meet the Team
  • Locations
  • Careers
  • Contact Us

Education

  • 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.
  • Insurance
    Little is certain in life—don’t be blind sighted by unexpected circumstances. See what insurance can do for your portfolio.
  • 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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Important Information

The information presented should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised by Lucia Capital Group) will be either suitable or profitable for a client’s or prospective client’s portfolio; thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that any information appearing on this website serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or any other investment professional.

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.

Raymond J. Lucia Jr., Joseph P. Lucia, and Rick Plum are registered representatives of, and offer securities through, Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC. Advisory services offered through Lucia Capital Group, a registered investment advisor and an affiliate of Lucia Securities, LLC. Registered representatives of Lucia Securities, LLC only conduct business in the states where they are currently licensed. Registration with the SEC does not imply a certain level of skill or training. John Dean is not an associated person of Lucia Securities, LLC. Lucia Securities, LLC, CA insurance license no. 0H40817.

Pinhook Capital, LLC, is a registered investment advisor, offers model portfolio advisory services to Lucia Capital Group, and is under common ownership and control with Lucia Capital Group and Lucia Securities, LLC.

Check the background of this firm on FINRA’s BrokerCheck.

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.

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