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Resources & Events

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

Market Update and Investment Commentary for the Fourth Quarter of 2017

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

Retiring Young and the 4% Rule

You may have heard of the so-called "4% Rule" which is the idea that a retiree can withdraw 4% of a portfolio’s original value per year and still be reasonably certain that their money will last as long as they do. But what if you’re a lot younger than the average retirement age? Read more

Happy Holidays from Lucia Capital Group

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

Happy Thanksgiving from Lucia Capital Group

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