Blog | MontereyPW

Jan 4, 2019

The New Year is traditionally a time for new beginnings and course corrections. If your financial life isn’t keeping up...

Dec 28, 2018

Individual Retirement Arrangements, or IRAs, are a great way to save for retirement. Unfortunately, many IRA account...

Dec 20, 2018

Giving effectively to charity is one of the most rewarding aspects of learning how to manage wealth. It is also an area...

Dec 14, 2018

When it comes to minimizing taxes, it is good to leave no stone unturned. Here are five questions to ask yourself as we...

Dec 7, 2018

Q: When I was a kid, my grandfather gave shares of stock to his grandkids—actual stock certificates. He thought it would...

Nov 30, 2018

I love the holiday season. It is a great time to gather with family and friends and build memories that last a lifetime....

Nov 27, 2018

In case you hadn’t noticed, the stock market has been under a little pressure lately. The S&P 500 index has fallen 10%...

Nov 16, 2018

Q: I contribute every year to a health savings account and use it to help pay for medical expenses before I reach my...

Nov 9, 2018

Q: I have a very successful small business. My wife and I are the only employees. Over the years, we have been blessed...

Nov 1, 2018

It’s time for the annual year-end tax scramble—the time when people like you and I try to figure out how to wrangle a...

Oct 26, 2018

Q: Last year I purchased a deferred annuity in my IRA. My insurance company recently sent me a statement reminding me...

Oct 19, 2018

If you are one of the 44 million Americans currently covered by Medicare, you probably know that Medicare’s annual open...