Blog | MontereyPW

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...

Apr 27, 2018

Several years ago, I read a fascinating paper by a couple of psychology professors, Ed Diener and Martin Seligman. Their...

Apr 20, 2018

Q: I’ve been working with the same stock broker for the past several years. My performance wasn’t very good last year...

Apr 13, 2018

Q : Several years ago, my mother purchased a variable universal life insurance policy to help defer estate taxes when...

Apr 6, 2018

Over the past two weeks we have looked at the expenses associated with 401k plans and the role of the trustees who...