Managing Your Financial Future with Lucia Capital Group
Lucia Capital Group
245 episodes
5 days ago
There are many things a retiree needs to know about their finances – some more important than others. But how can you tell which ones are best to learn, and which ones can be ignored? We've narrowed it down to what we believe are three of the most important concepts that every retiree should know. And these aren’t hypothetical concerns. They’re real potential landmines that can affect almost anyone approaching or already in retirement. So what do you need to know to stay ahead of...
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There are many things a retiree needs to know about their finances – some more important than others. But how can you tell which ones are best to learn, and which ones can be ignored? We've narrowed it down to what we believe are three of the most important concepts that every retiree should know. And these aren’t hypothetical concerns. They’re real potential landmines that can affect almost anyone approaching or already in retirement. So what do you need to know to stay ahead of...
Managing Your Financial Future with Lucia Capital Group
38 minutes
6 months ago
5 Things You Didn't Know About Your Taxes
When the federal tax code was enacted more than 100 years ago, it consisted of approximately 11,000 words. Today, it contains north of 16 million words. It's no wonder, then, that trying to understand all the rules, exceptions, and instructions is nearly impossible. We're going to attempt to make things just a bit easier for you today. While we won't get into EVERY detail, there are several things that nearly everyone who files a tax return needs to know in order to make bet...
Managing Your Financial Future with Lucia Capital Group
There are many things a retiree needs to know about their finances – some more important than others. But how can you tell which ones are best to learn, and which ones can be ignored? We've narrowed it down to what we believe are three of the most important concepts that every retiree should know. And these aren’t hypothetical concerns. They’re real potential landmines that can affect almost anyone approaching or already in retirement. So what do you need to know to stay ahead of...
