Blog | MontereyPW

Sep 13, 2019

As parents age, families sometimes struggle with how to best keep their parents’ financial affairs in order. One common...

Sep 11, 2019

I get a lot of questions about retirement accounts and required minimum distributions. If the rules seem confusing to...

Sep 4, 2019

Question: My husband recently passed away and I suddenly find myself dealing with all the financial matters he used to...

Aug 26, 2019

Q: I read your article and it rang so true. My daughter will graduate this year with about $10k in loans in her name...

Aug 16, 2019

Last week I wrote about the need to be smart when it comes to your college education. We looked at how expensive college...

Aug 9, 2019

Paying for college has never been easy for most people, but the challenge has only grown greater over the last several...

Aug 2, 2019

Q: My husband passed away last year. In the process of settling his estate, I contacted the custodian of his IRA to...

Jul 26, 2019

Last week I responded to a question about financial security by introducing the idea of financial resilience. Just as...

Jul 25, 2019

Q: I was raised in a home where we didn’t have much. It seemed like Dad was always working to pay the bills and Mom was...

Jul 12, 2019

Last Friday’s employment report pegged the unemployment rate for June at 3.7 percent, a slight uptick from the previous...

Jul 5, 2019

Q: My partner and I are looking to open a brokerage account, but we are confused about which type of account is best....

Jul 5, 2019

I recently received a phone call from an individual concerned about his self-directed IRA. Several years ago, he...