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Retirement Capital Strategies

Giving Back: 6th Year Celebrating International Women’s Day 2017

13 Mar 2017 19:41


In honor of International Women’s Day 2017, and for the sixth consecutive year, we hosted a gift bag making party. The gift bags were donated to Next Door. Next Door is a local non-profit agency providing victims of domestic violence with safe, effective alternatives to a life of fear, danger and few options. Many of the women […]


YOU’RE INVITED . . . International Women’s Day Event

15 Feb 2017 21:01


YOU’RE INVITED . . . In honor of International Women’s Day, we’re inviting clients to join us for a special event. WHY Please join us at the Retirement Capital Strategies office on Wednesday, March 8th @ 3:30 PM to help fill tote bags that can bring change into another woman’s life. Tea, coffee and light […]


Art Show Photos

25 Oct 2016 22:44


Fall 2016 In celebration of the artistic talents in our midst we held another open house in 2016 showcasing the works of several of our clients. Our office was turned into an art gallery with paintings, quilts, embroidery, sculptures, print samples, ceramic and porcelain pieces decorating our walls and conference table.  One of our clients, a […]


Giving Back: International Women’s Day 2016

14 Apr 2016 22:08


This year, in honor of International Women’s Day 2016, we hosted a gift bag making party. The gift bags were donated to Next Door. Next Door is a local non-profit agency providing victims of domestic violence with safe, effective alternatives to a life of fear, danger and few options. Many of the women and their […]


Strategy for Making Charitable Contributions

1 Apr 2016 23:26


Strategy for Making Charitable Contributions – The Qualified Charitable Distribution (QCD) is a distribution of funds from an Individual Retirement Account (IRA) that goes directly to a 501(c)(3) charitable organization. In the recent Federal budget legislation, the Qualified Charitable Distribution for IRA’s was made permanent (a previous version expired in 2013).  If you are over […]


Art Show Photos

14 Oct 2015 21:30


In celebration of the artistic talents in our midst we held an open house in 2015 showcasing the works of seven of our clients. Our office was turn into an art gallery with paintings, quilts, embroidery, sculptures, print samples, ceramic and porcelain pieces decorating our walls and conference table.  One of our clients, a couple, […]


Art Showcase-Open House-Client Social

1 Sep 2015 17:42


Art Showcase / Open House / Client Social EVENT INFORMATION: In celebration of the artistic talent in our midst, Retirement Capital Strategies cordially invites you to attend our first art showcase and open house to be held at our office at 1190 Saratoga Ave, Ste. 140, San Jose, California on Wednesday, September 30th from 4-7 […]


Estate Planning After Divorce (Rethinking)

10 Aug 2015 18:19


Transitions – Rethinking your estate plan after divorce Divorce can be a long, difficult and exhausting process.  Once you receive your final decree, it may be tempting to put it in the file and continue moving forward into your next chapter.   For the sake of your financial future and your loved ones, it’s important to […]


Age Milestones on the Path toward a Successful Retirement

15 Jan 2015 00:20


Milestones on the Path toward a Successful Retirement       Age 50:  Catch-up contributions.  Those holding tax-deferred retirement savings accounts such as IRA’s, 401(k)’s and 403(b)’s become eligible to contribute larger amounts to help them “catch up” prior to retirement. Age 55:  You may withdraw from your most recent 401(k) plan without paying the […]


Celebrating International Women’s Day 2014

11 Mar 2014 23:05


This year, in honor of International Women’s Day 2014, we hosted a gift bag making party on Wednesday, March 5th. The gift bags were donated to Next Door. Next Door is a local non-profit agency providing victims of domestic violence with safe, effective alternatives to a life of fear, danger and few options. Many of […]

          
1190 Saratoga Ave., Suite 140, San Jose, California, 95129, United States
(408) 551-6100
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