Tax Deductions on Charitable Gifting

“The Professor” Rick Plum, CFP® talks about taking a deduction for charitable donations.

Watch Now
Tax Deductions on Charitable Gifting

Pension Vs Social Security

You have pensions, you’re going to be taking Social Security… how will one affect the other?

Watch Now
Pension Vs Social Security

Waiting Until 66 To Apply For Social Security

Peggy and her husband don’t need their Social Security benefit just yet. She’d like to know if it’s worth it for her husband to wait until he’s 66 to start collecting.

Watch Now
Waiting Until 66 To Apply For Social Security

The Social Security Income Penalty

If you work as a government employee for ten years and have a pension through the state, will your Social Security benefits be affected?

Watch Now
The Social Security Income Penalty

WealthEd is your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative articles to get educated today!

Home

Review Your Portfolio

Make an appointment with a Lucia Capital Group financial advisor, and start mapping out your retirement today.

Upcoming Events

Retirement planning should begin with education. Attend a no-cost webinar or see when we're coming to a city near you!

Watch Video

Watch clips on demand 24/7 from any of our many live investment education shows.

New Articles

Written articles focused on your retirement. Read one today.

Clips from Bucket Strategy Investing

see more

Latest Articles

see more
The Social Security Income Penalty

The Social Security Income Penalty

If you’re still working and are considering taking Social Security benefits it’s important to know that your benefits could be reduced or eliminated under certain circumstances.

How a Financial Advisor is Paid

Choosing an Advisor and How Advisors Are Paid

Although some people like to handle their own financial affairs, many people would prefer to get help from a trained financial advisor.

Sequence of Return Risk

Sequence-of-Return Risk

Large ups and downs in the stock market can be scary for a new retiree. When volatility reigns, those who depend on their portfolios for support through their retirement years can start to feel queasy.