Blog | MontereyPW

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...

Jun 20, 2019

In last week’s column I wrote about the SEC’s new regulation for investment advisors and broker-dealers called...

Jun 14, 2019

If your financial advisor works for a broker-dealer, the new regulation passed last week by the Securities and Exchange...

Jun 12, 2019

Managing personal wealth can be a daunting task. The greater your wealth, the more complex the challenge. In addition to...

Jun 3, 2019

Teaching kids how to work hard and save money is challenging for many parents. It certainly was for me. My wife and I...