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Blog

Keeping tabs on the economy

Sep 24, 2020
Categories
Monterey Hearld
Economy
Q: With all the political hubbub going on, I am concerned about the market. What should I be looking at to know if my...
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Inflation and the COLA mystery

Sep 21, 2020
Categories
Monterey Herald
Social Security
Cost of Living
Q: I am retired and I live mostly on Social Security plus a little bit of savings. They say my Social Security gets a...
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Rolling over a 401(k) account

Sep 11, 2020
Categories
Monterey Herald
401(k)
Rollover
Q: I have money in a 401(k) plan with my previous employer and I’m trying to decide what to do with it. Should I roll it...
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Helping to Pay for College

Aug 28, 2020
Categories
Monterey Herald
FAFSA
529
College is one of the largest investments most people will make in their lifetimes. Few make it through without...
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Let’s talk about the CARES Act RMD waiver

Aug 21, 2020
Categories
Monterey Herald
Required minimum distribution
The CARES Act passed by Congress last March suspended required minimum distributions for IRA, 401(k) and similar...
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When the world is crazy, focus on your spending

Aug 14, 2020
Categories
Monterey Herald
savings
spending
budget
Q: The COVID-19 pandemic is really throwing my wife and me for a loop. Our income has dropped and our savings are...
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How to Go Broke in Retirement

Aug 7, 2020
Categories
Monterey Herald
financial planning
Retirement
If you are getting ready to retire, I have some news for you: retiring can be stressful. In fact, with a score of 45...
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Where to get the straight scoop about money

Jul 31, 2020
Categories
Monterey Herald
investing
investment advice
Q: I am trying to learn about investing, but I always feel like financial people are trying to sell me something. Where...
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FICO’s new Resilience Index

Jul 24, 2020
Categories
Monterey Herald
FICO
Credit
Living in a big data world can be a little creepy. No matter where you go and what you do, it seems like someone is...
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Take another look at Health Savings Accounts

Jul 10, 2020
Categories
Monterey Herald
HSA
When it comes to saving for the future, Health Savings Accounts are one of the best things going right now. Not only do...
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IRAs in the Age of COVID-19

Jul 10, 2020
Categories
Monterey Hearld
IRA
IRA Roth
This year has seen tectonic shifts in the world of retirement accounts. Some changes—like the new limitations on...
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Should you be using a donor advised fund?

Jun 26, 2020
Categories
Monterey Herald
charity
Non-Profit
I love donor-advised funds. This remarkable financial tool has been around since the 1930’s, but their popularity has...
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Monterey Private Wealth
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Monterey, CA 93940

Tel. 831.372.3426
Fax. 831.372.2964

   

Monterey Private Wealth
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Tel. 925.462.8005
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