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Blog

Putting the stretch back in your inherited IRA

Mar 20, 2020
Categories
Monterey Herald
Inherited IRA
Given all the turmoil in the world around us, you may have been distracted from some major developments in the world of...
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Attack of the stock market zombies

Mar 18, 2020
Categories
Monterey Herald
stock market
The stock market’s gyrations over the past few weeks have been breathtaking—and not in a good way. Corona virus fears...
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Is a Roth 401(k) better?

Mar 6, 2020
Categories
Monterey Herald
Roth IRA
Q: I recently found out that my company offers a Roth option in our 401(k) plan. We can now choose to contribute to the...
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Mr. Market and the corona virus

Feb 28, 2020
Categories
Monterey Herald
investing
In school, I was taught that the stock market is a discounting mechanism. Every moment, so the theory goes, thousands of...
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How to magnify the impact of your charitable giving

Feb 27, 2020
Categories
Monterey Herald
charitable contributions
Qualified Charitable Distributions
There are few things more rewarding than knowing you are contributing your time and money to further a worthy cause. In...
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Leaving it all behind—the right way

Feb 27, 2020
Categories
Monterey Herald
Estate planning
I’m sure you have heard the old story about the rich man who died. One friend asked, “How much did he leave?” to which...
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Should I roll my 401(k) into an IRA?

Feb 12, 2020
Categories
Monterey Herald
401(k)
IRA
People ask me all the time: should I roll my 401(k) into an IRA? This question usually comes up when someone is changing...
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Living in a big data world

Feb 3, 2020
Categories
Monterey Herald
Technology
Earlier this month, the Wall Street Journal published an article on Google’s attempt to gain access to millions of...
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Beware the Timeshare Trap

Jan 24, 2020
Categories
Monterey Herald
timeshares
Building wealth requires constant vigilance. It’s not just about investing well. It’s about avoiding the financial...
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Getting the right financial planner

Jan 22, 2020
Categories
Monterey Herald
financial planning
fee-only
Long-time readers of this column know how much I love a good financial plan. Some people think a financial plan is just...
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What should I do after the 2019 stock market rally?

Jan 10, 2020
Categories
Monterey Herald
stock market
Retirement
Q: I had a really good year in the stock market and my IRA is up a lot. Given the political situation and what is...
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Getting smart about the SECURE Act, part 2

Jan 3, 2020
Categories
Monterey Herald
IRA
Inherited IRA
In last week’s column I discussed three key provisions of the SECURE Act that will likely affect the way you handle your...
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Monterey, CA 93940

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Fax. 831.372.2964

   

Monterey Private Wealth
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