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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!

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How Do You Know?

How do you know if you’re saving enough to meet your financial goals? Worried your retirement may be derailed by something outside of your control? We offer ways to help.

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How Many Retirement Plans Can You Name?

Bucket Strategy Investing

401(k), IRA, 403(b), 457, and more... but the Brain Trust goes into detail on Roth vs Non-Roth retirement plans.

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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!

Learn

Retirement planning should begin with education. Browse our library of original content or attend a no-cost event.

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Plan

Find out how close you might be to reaching your financial goals with the money you’ve already saved.

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Take Action

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

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Clips from Bucket Strategy Investing

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Latest Articles

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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.

Senior couple meeting with agent

When is Social Security Taxable?

According to a recent article in USA Today, more than 59 million Americans will receive a total of over $860 billion in Social Security benefits by the end of this year.

A Closer Look at Bucket One

A Closer Look at Bucket One

One of the biggest challenges facing people who are approaching retirement, or who are already retired, is figuring out a way to keep from running out of money once a steady paycheck goes away.

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Wealth education is the first step to planning for a successful retirement. Powered by the financial professionals at Lucia Capital Group.

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