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Blog

Concerns about the SECURE Act of 2019

Oct 4, 2019
Categories
Monterey Herald
retirement
Inherited IRA
Last May, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act of 2019...
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Should I exchange my variable annuity?

Sep 27, 2019
Categories
Monterey Herald
Annuity
Q: Several years ago, I went to roll over a CD at my bank. While I was there, the gentleman suggested I talk with the...
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Early withdrawals from retirement accounts

Sep 20, 2019
Categories
Monterey Herald
retirement
The tax advantages of retirement accounts—IRAs and 401(k)s—come with significant strings attached. On the one hand, the...
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Beware the joint tenancy trap

Sep 13, 2019
Categories
Monterey Herald
financial planning
joint tenants
As parents age, families sometimes struggle with how to best keep their parents’ financial affairs in order. One common...
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What’s up with required minimum distributions

Sep 11, 2019
Categories
Monterey Herald
Required minimum distributions
I get a lot of questions about retirement accounts and required minimum distributions. If the rules seem confusing to...
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Putting together your financial team

Sep 4, 2019
Categories
Monterey Herald
Financial Advisors
Estate planning
Tax Professional
Question: My husband recently passed away and I suddenly find myself dealing with all the financial matters he used to...
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A little more on student loans

Aug 26, 2019
Categories
Monterey Herald
financial planning
Education
Q: I read your article and it rang so true. My daughter will graduate this year with about $10k in loans in her name...
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Getting smart about college, Part 2

Aug 16, 2019
Categories
Monterey Herald
Education
loan debt
Last week I wrote about the need to be smart when it comes to your college education. We looked at how expensive college...
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Getting smart about college, Part 1

Aug 9, 2019
Categories
Monterey Herald
Education
loan debt
Paying for college has never been easy for most people, but the challenge has only grown greater over the last several...
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Check your beneficiary designations

Aug 2, 2019
Categories
Monterey Herald
beneficiary
financial planning
Q: My husband passed away last year. In the process of settling his estate, I contacted the custodian of his IRA to...
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Building a Resilient Portfolio

Jul 26, 2019
Categories
Monterey Herald
portfolio
investing
Last week I responded to a question about financial security by introducing the idea of financial resilience. Just as...
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Financial resilience

Jul 25, 2019
Categories
Monterey Hearld
financial planning
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...
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Monterey Private Wealth
2340 Garden Road #202
Monterey, CA 93940

Tel. 831.372.3426
Fax. 831.372.2964

   

Monterey Private Wealth
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Pleasanton, CA 94588

Tel. 925.462.8005
Fax. 925.462.8720

   

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