TaxWise Advisor
Monday, September 27, 2010

Why You Shouldn't Withdraw From Your 401(k)

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Resist the temptation. Fight the urge. Fight for your future. Recently, you may have heard about a spike in 401(k) withdrawals. The evidenc...
Monday, September 13, 2010

OBAMA'S MIDTERM TAX PROPOSALS

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The President recommends what amounts to a second stimulus package. Many Americans are frustrated with the pace of the economic recovery; ma...
Friday, July 16, 2010

How LTC Insurance Can Help Protect Your Assets

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Create a pool of healthcare dollars that will grow in any market. How will you pay for long term care? The sad fact is that most people don...
1 comment:
Tuesday, July 13, 2010

Should You Downsize For Retirement?

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It may be better to sell that big home rather than keep it. You want to retire, and you own a large home that is nearly or fully paid off. T...
Friday, July 9, 2010

What Exactly is Wealth Management?

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The two words signify a far-reaching kind of financial care. There’s financial planning, and then there’s wealth management. Think of wealt...
Tuesday, June 22, 2010

Why Four Percent For Retirement?

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Why are retirement plans often created assuming a 4% withdrawal rate? When retirement planners try to estimate just how much money a couple ...
1 comment:
Friday, June 18, 2010

Taxing the Rich to Pay for Health Care

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That’s part of the plan. How will you be affected? In 2013, wealthy Americans will pay extra Medicare taxes. Congress, President Obama and ...
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About Me

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Monty
Santa Rosa, California
I started out nearly 30 years ago as a stock broker. I then went to work for a large regional CPA firm and helped them build a financial planning department. This gave me experience doing tax work and implementing financial strategies with high net-worth clients. I was then part of the executive team of a pension plan (for 7 years) with $700 million dollars to manage. This gave me great exposure to the world of institutional money management. I missed working with individuals and helping them make their financial dreams come true, so I started my own business. Well, that's where I am today--running my own advisory firm, helping people reduce their taxes and build their wealth.
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