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Start Planning for Retirement

The first step in planning for retirement begins with education. Browse our Insight library for in-depth articles on retirement and financial planning. If you prefer to learn about strategies for retirement in-person, register for one of our upcoming events at a location near you. For more information, please contact us at (800) 644-1150.

Latest Insights

Happy Thanksgiving from Lucia Capital Group

On behalf of all of us at Lucia Capital Group, we wish you a happy Thanksgiving! Read more

2017 Third Quarter Market Update and Investment Commentary

We are excited to announce the release of our 2017 third quarter market commentary and investment update. Join Ray Lucia Jr. and the investment team as they share their thoughts on the markets, the economy, and what it means for your money. Read more

Open Enrollment for the Affordable Care Act

Open Enrollment time for the health insurance marketplaces starts on November 1. This means that individuals and their families will have a short window of time to apply for new health insurance, or to switch to a different health care plan in the marketplace under the Affordable Care Act. Read more

The Roth Two-Step Strategy

For many people, the Roth IRA has been a great retirement savings tool thanks to the potential tax benefits that come with withdrawals. Unfortunately, due to income limits, not everyone qualifies. But all is not lost for those over limits thanks to a strategy called the "Roth Two-Step." Read more


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Investment advisor representatives of Lucia Capital Group, a registered investment advisor, are also registered representatives of, and offer securities through its affiliate, Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training, Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.