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Sydney Riccio

(949) 788-1817

Women and Retirement Should You Ever Retire? Social Security: By the Numbers
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Looking for a Financial Advisor or a Financial Coach in Orange County, California?

Can your marriage sabotage your financial goals?  Knowledge is the key.  Find out how to improve your marriage and achieve your financial goals!  See Events for my Marriage and Finances Workshop.

At Riccio Wealth Management Advisors, we believe that everyone can achieve financial independence.  Could you benefit from having a financial coach?

We serve all of Southern Orange County including Coto de Caza, Dana Point, El Toro, Foothill Ranch, IrvineLadera Ranch, Mission Viejo, Newport Beach, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Trabuco Canyon and the surrounding areas. We also have serve clients in Texas, Michigan, Illinois, Oregon and Florida.

As a Client, our commitment to you is to understand your financial goals, both short and long term. We will create a custom plan to achieve your goals.  We will help you implement and monitor the plan while navigating the potential roadblocks and detours that can impact your financial life. 

Together, we work closely as a team -- making sure to stay the course and adapt quickly to the latest developments.  

  • Retirement Planning
  • 2nd Marriage Specialist
  • Business Planning 
  • Financial Planning
  • Women or Suddenly Single
  • Portfolio Management
  • Insurance to manage risk
  • Replacing your Paycheck in Retirement
  • Preserving Wealth

Selecting a Financial Advisor in Orange County, California is a very personal decision.

 

We suggest that you call for a complimentary evaluation. You can decide if we will provide an environment that meets your personal needs.

For more information or for a consultation,
please call: (949) 788-1817.

Helpful Content

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Rightsizing for Retirement

What does your home really cost?

Saving for College 101

Here’s a crash course on saving for college.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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