Blog | MontereyPW

Jun 3, 2019

If you believe that Congress is trapped in a morass of partisan bickering, take a look at the Setting Every Community Up...

May 17, 2019

Q: I have several IRAs with various brokers and a couple of 401(k) accounts at previous employers. I have been thinking...

May 10, 2019

Over the years Congress has granted tax preferences to many different types of long-term savings accounts. Most of these...

May 3, 2019

The non-partisan Tax Foundation ranks California’s individual state tax environment 49th out of 50. Only New Jersey...

Apr 26, 2019

Q: I have been investing for years, but I never seem to do as well as my friends. I own high quality mutual funds, but I...

Apr 23, 2019

Sometimes life doesn’t turn out as we expect. A friend of mine lost her job last year after more than twenty years at...

Apr 12, 2019

A lot of people have retirement accounts. Some people use their retirement accounts to build tidy little nest eggs over...

Apr 5, 2019

When IRAs were first created in the early 1970s, most IRA account holders invested in traditional securities like mutual...

Mar 29, 2019

Q: My wife and I have finally started to get our estate plan in order. We created a living trust to keep our estate out...

Mar 26, 2019

Q: My father passed away several years ago. My mother is in her late 80's and is in declining health. What should I do...

Mar 15, 2019

I believe it was Bette Davis who said, “Old age ain’t no place for sissies.” I was reminded of this recently as I...

Mar 8, 2019

Q: I recently got married and started a new job and I have decided it is time to start thinking about the future. I am...