Blog | MontereyPW

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...

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...

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...

Mar 16, 2016

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

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...

Oct 9, 2015

Question: You once wrote a column on social security tips. I cut it out but now I can’t find it. Can you give me an...

Aug 28, 2015

During the recent market decline, an investor emailed me expressing concern. He wrote, “I’ve lost $30,000 in the last...

Aug 15, 2015

My grandfather Henry Alt, or Grandpa as we called him, retired in 1977 when he turned 67. He died of a heart attack two...