Broker Check

Sydney Riccio

(949) 788-1817

Women and Retirement Should You Ever Retire? Social Security: By the Numbers
Agent Photo

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

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Self-Employed Retirement Plans

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Estimate Your RMD

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

Your Cash Flow Statement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

View all videos arrow