Prime Capital Financial of Costa Mesa, CA

10/08/2026

WHERE you retire matters more than ever. Is your location on this list? 🏙️ This annual ranking by Fast Company compares four key factors, affordability, activities, quality of life, and healthcare, across more than 180 cities: https://loom.ly/ZJyxjHs

10/06/2026

10/05/2026

A recent article in Psychology Today magazine lays out aspects of retirement you may not have thought about. From making plans to travel, spending time with family and friends, or exercising more, to finding ways to stay useful and relevant as well as financially sound, the subjects explored here are truly worth considering BEFORE you stop working: https://loom.ly/p0GXzjc

Retirement offers an opportunity to step away from the “tyranny of the should.” We may have our big questions answered, but how do we mindfully build meaning into our day-to-day?

10/01/2026

October is Financial Planning Month, which is a great reminder to consider all of your financial matters comprehensively, as a whole. Make sure your plan includes retirement savings, a retirement income plan, savings for life milestone goals (wedding, house, kids’ college), insurance to help protect you from potential adverse life events, your budget, your investments, your legacy plan… everything related to your finances!

We’re here to help. Call us!

09/30/2026

Many people may procrastinate until the very end of the year, but fall is an optimal time to review your finances to uncover potential tax-saving moves. Essential fall strategies could include maximizing your retirement and HSA contributions, planning charitable gifts, tax-loss harvesting, and evaluating Roth conversions or business expenses. And of course, RMDs (required minimum distributions) must be taken from taxable retirement accounts by December 31 for those 73 or older.
Contact us today to review your strategy and explore potential opportunities to mitigate taxes before the busy holiday season. We are more than happy to team up with your CPA!

09/29/2026

What Does Pet Insurance Cover?
https://loom.ly/IiCEul0

Discover what pet insurance covers (and doesn’t cover), and learn how reimbursement works for your vet bills.

09/28/2026

It’s a True Financial Lifeline

For Sara Mathews Dixon, life insurance has meant she and her three children don't have to worry financially while grappling with the sudden loss of their husband and father from a heart arrhythmia.

09/24/2026

Americans aren’t turning retirement plans into action. New research from LIMRA reveals that while many Americans approaching retirement have thought about how they will generate income, many have yet to create a formal retirement plan or seek professional guidance. Contact us today to start building a retirement strategy designed around your goals.

Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.

09/23/2026

How to Get Paid for Airline Delays

Flight delays can be frustrating, but you may be entitled to compensation. Learn how to get a refund or request compensation in the U.S. and Europe.

09/22/2026

Hello, autumn! 🍁 Today marks the fall equinox, welcoming cooler weather and fresh opportunities. What activities do you look forward to most this time of year?