Miramontes Capital

We do a One on One portfolio review every 30-45 days with our clients. When is the last time you spoke with your advisor? #retirementplanning #retire

Miramontes Capital is hosting 3 Retirement Planning Workshops this month. Please RSVP through our website to one of the following workshops https://miramontescapital.com/: 8-9 BRIO in Irvine 8-16 Maggiano's in Costa Mesa 8-24 the Winery in Tustin.... #RetirementPlanning #financialeducation

Interested in a free copy of one of our Retirement books? Give us a call and we will mail you a copy.

We do a One on One portfolio review every 30-45 days with our clients. When is the last time you spoke with your advisor? #retirementplanning #retire

Deciding the right time to retire can be difficult. Come to our Retirement Planning Workshop tomorrow to receive answers to your questions. RSVP through the site: https://miramontescapital.com/event/maggianos-little-italy/ #RetirementPlanning #FinancialPlanning

Miramontes Capital is hosting 3 Retirement Planning Workshops this month. Please RSVP through our website to one of the following workshops https://miramontescapital.com/: 8-9 BRIO in Irvine 8-16 Maggiano's in Costa Mesa 8-24 the Winery in Tustin.... #RetirementPlanning #financialeducation

"As 2017 comes to a close, the market prospects for 2018 look increasingly bright," says Samuel Cook, the writer of Oilman Magazine's 2018 Oil & Gas Market Outlook. With many different industries affected by the oil & gas market, Cook has put together a publication where leaders of different industries can give their own perspectives. We are honored to have had our very own Sid Miramontes featured in this article. To read Sid's contribution to the 2018 Oil & Gas Market Outlook, please follow the link below.

Ready for a clear-cut, step-by-step plan to retirement? If you're tired of second guessing yourself Tired of arguing with your spouse about the minute details of retirement Tired of worrying what will happen to your family when you're gone Tired of wondering if you have enough to survive in retirement or if you'll have to go back to work I've got something for you.... Register for our upcoming Retirement Planning Workshop today (http://bit.ly/2xluPrd) to get your questions answered and put an end to the confusion and second-guessing. You will leave with a PLAN for your next best steps based on your current situation. Can't wait to see you there!

Are you currently asking yourself these questions: "When should I start collecting Social Security?" "Should my spouse and I start withdrawing at the same time?"... "Would it make more sense for he/she to start theirs now, while I delay my benefits for a longer period of time?" One option would be for you to use one of the many generic calculators out there to find an answer however, the BIGGEST thing you need to know about Social Security is that to get the best answer for your specific situation, you need to talk to a financial advisor. Everyone's situation is so unique-no two are alike. To get your questions answered and figure out what your best options would be for your situation (for free) join us at our next Retirement Planning Workshop. Limited seating (20) so sign up today: http://bit.ly/2xluPrd

ONLY 4 SPOTS LEFT! Don't miss out on our FREE Retirement Planning Workshop at Maggiano's in Costa Mesa on 2/22/18 @ 6 pm! FREE dinner is included! If you're retiring in the next 24 months, this workshop is perfect for you. If you know someone who should attend, please share our post! For more information, or to register now, please click here: http://bit.ly/2nvmM4C

Have you ever wondered what the difference is between a trust and a will? There are 3 MAJOR things you must consider when deciding between the two options for your family. Watch the video here to see our trust attorney, Mona Parsa, explain the major differences between the two: http://bit.ly/2le3HpP Just a peek though: it took Madonna 19 YEARS to receive her assets as an heir to a will

How much should you save for retirement? Unfortunately, everyone's life and finances are so unique to their specific needs there really is no "right" or "wrong" answer to this question. There ARE some general guidelines to keep in mind, though. 1. Retiring at the right time is one of the most important decisions you and your retirement planner can make. Just ONE year of premature retirement could cost you thousands in savings-and much more in expenses.... 2. Another thing to keep in mind is how you're allocating your 401(k) as you approach retirement. 3. Additionally, in the years approaching retirement, you want your portfolio to slowly move from growth-oriented to income-oriented. ***The BIGGEST thing to remember-living off of your savings alone is not your only option once you retire and we definitely don't recommend it. To discover the best options for your unique situation, join us at our Upcoming Retirement Planning Workshop and get all your questions answered. Sign up today: http://bit.ly/2xluPrd

5 Steps To Rollover Your 401(k) & Pension There are 5 basic steps to the rollover process when you partner with Miramontes Capital although keep in mind the process is unique to everyone. >> Step 1: Initiate. This is unique for every workplace, but you will need to notify your HR department within a certain number of days of your retirement date. ... >> Step 2: Confirm. We confirm your income needs, your monthly income, and paying off any debts or major purchases. >> Step 3: Forms. Our client concierge will fill out your forms and submit them to the service center for you :-) >> Step 4: 401(k)/Pension. We will join you on a conference call to the appropriate service center and get an estimated time for your funds to be available. >> Step 5: Rollover. Your Miramontes Capital wealth advisor will call you when your funds are available and discuss your investment strategies going forward. To find out how you can get access to our concierge and your own wealth advisor (plus get all of your 401(k) and pensions questions answered), save your seat at our next Retirement Planning Workshop today: http://bit.ly/2xluPrd

Are you worried about the nitty gritty details of the retirement process? Like filling out paperwork correctly or making sure your funds rollover at the right time? For many folks, this is something that keeps them up at night the closer retirement gets. At Miramontes Capital, our client concierge will fill out paperwork for you, be on conference calls with you, and even call you once a week throughout the process to keep you updated on the status and answer any questions you... may have. To find out more about our concierge service, register for our upcoming workshop here: http://bit.ly/2xluPrd. It’s free to attend and even includes a dinner!