Blog | MontereyPW

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...

Aug 14, 2015

Question: The White House budget targets “backdoor” Roth IRA contributions. This is a strategy that supposedly allows...

Jul 13, 2015

Returns on most asset classes were underwhelming in the 2nd quarter. The biggest loser, real estate investment trusts...

Jul 10, 2015

Question: Last week I finally succumbed to my fears of the market and moved all my 401K investments to a money market...

Jun 5, 2015

Question: Our attorney drafted a living trust for my husband and I in 1997 and all our assets are in the trust. When one...