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Blog

Capturing the triple tax benefit of Health Savings Accounts

May 10, 2019
Categories
Monterey Herald
Taxes
HSA
Over the years Congress has granted tax preferences to many different types of long-term savings accounts. Most of these...
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Leaving California

May 3, 2019
Categories
Monterey Hearld
Taxes
California
The non-partisan Tax Foundation ranks California’s individual state tax environment 49th out of 50. Only New Jersey...
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Why can’t I keep up with the market?

Apr 26, 2019
Categories
Monterey Herald
Portfolio performance
Q: I have been investing for years, but I never seem to do as well as my friends. I own high quality mutual funds, but I...
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Getting out early

Apr 23, 2019
Categories
Monterey Herald
Retirement
Sometimes life doesn’t turn out as we expect. A friend of mine lost her job last year after more than twenty years at...
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Get tax-smart with reverse rollovers

Apr 12, 2019
Categories
Monterey Herald
IRA
401k
Roth
A lot of people have retirement accounts. Some people use their retirement accounts to build tidy little nest eggs over...
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Watch out for IRA prohibited transactions

Apr 5, 2019
Categories
Monterey Hearld
IRA
alternative investments
When IRAs were first created in the early 1970s, most IRA account holders invested in traditional securities like mutual...
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Take care when you name beneficiaries

Mar 29, 2019
Categories
Monterey Herald
Retirement
Estate planning
Q: My wife and I have finally started to get our estate plan in order. We created a living trust to keep our estate out...
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Financial Planning for End of Life

Mar 26, 2019
Categories
Monterey Herald
Estate planning
Q: My father passed away several years ago. My mother is in her late 80's and is in declining health. What should I do...
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Is Long-term Care Insurance Worth It ?

Mar 15, 2019
Categories
Monterey Herald
long term care insurance
I believe it was Bette Davis who said, “Old age ain’t no place for sissies.” I was reminded of this recently as I...
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Getting started

Mar 8, 2019
Categories
Monterey Herald
financial planning
Q: I recently got married and started a new job and I have decided it is time to start thinking about the future. I am...
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What you need to know about portability

Mar 1, 2019
Categories
Monterey Herald
Taxes
Trusts
One of the great challenges in financial planning is figuring out how to transfer wealth from one generation to the next...
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Family communication helps aging parents

Feb 22, 2019
Categories
Monterey Herald
Trusts
financial planning
Helping aging parents manage their financial lives can be challenging. Family dynamics and legal constraints can make...
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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
4900 Hopyard Road #100
Pleasanton, CA 94588

Tel. 925.462.8005
Fax. 925.462.8720

   

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