Blog | MontereyPW

Jul 25, 2018

Q: I just got hit with another big medical bill. I can’t seem to get ahead. Is there any way to reduce my cost of health...

Jul 16, 2018

If you are 70 years old, you have probably already discovered that the IRS has special plans for you this year. They...

Jul 9, 2018

Q: I am very concerned about the risk in my portfolio. I’ll be 81 this year and my wife just turned 71. At my age, I...

Jul 9, 2018

Q: I am 42 years old. I have been working through my financial plan and I am wondering if I should count on receiving a...

Jul 9, 2018

The statistics on elder abuse are staggering. According to one estimate, 5 million elderly Americans are abused every...

Jul 9, 2018

As a financial planner, I love helping people find answers to their questions. Sometimes they ask me about long-term...

Jul 9, 2018

Inheriting a 401k Q: My mother died earlier this year at the age of 69. She had been single for the past 25 years and...

Jun 1, 2018

Since tax reform was enacted on December 22, the IRS has been hard at work trying to figure out how to implement the law...

May 30, 2018

According to the Investment Company Institute, total assets in individual retirement accounts (IRAs) crossed the $9...

May 18, 2018

Q: Several years ago, I heard about something called socially responsible investing. If I recall correctly, socially...

May 11, 2018

Women’s issues are getting a lot of well-deserved attention lately, and I’m not just talking about the #MeToo movement....

May 4, 2018

Q: I make enough money to where I am getting tired of paying taxes. Since the so-called tax reform was passed, I have...