Blog | MontereyPW

Feb 23, 2018

Q: I am changing jobs and I am thinking about rolling my 401k into an IRA. Some people say I should just roll it into my...

Feb 16, 2018

Q : Living in California, I worry about earthquakes. I was going to buy earthquake insurance, but my friends told me it...

Feb 9, 2018

Q: The recent drop in the stock market makes me very nervous. I read that it was caused by a spike in stock market volat...

May 19, 2017

Q: I’m trying to figure out how much cash I should have in my portfolio. I have been told to have a six-month emergency...

Mar 10, 2017

Question: I am not independently wealthy, but I have enough to be comfortable. My brother has always struggled with mone...

Feb 17, 2017

Question: My husband and I met recently with our estate-planning attorney who advised us to transfer our assets into our...

Oct 28, 2016

The presidential election is finally upon us and this campaign season has been a doozy. After all the vitriol and partis...

Jun 24, 2016

If you are a savvy saver, then you can skip this week’s column. If not, then let’s see how much you know about three bas...

Mar 16, 2016

Question: What do you recommend for income in retirement? I’m retired and need income from my investments. Answer: Nobod...

Nov 20, 2015

Question: I heard a while back that there was some legislation in the works that would make children directly liable for...

Nov 15, 2015

Question: I am thinking about setting up 529 College Savings Plans for my children and am having trouble choosing which...

Oct 15, 2015

The third quarter was tough. The S&P 500 index closed down 6.4 percent on the quarter – its worst quarterly return since...