Steve Merrell @steve_merrell
Husband, father of 5, co-founder of Monterey Private Wealth in Monterey, California. smartnestegg.com Hollister & Monterey, CA Joined October 2008-
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With the end of 2018 approaching fast, here are some last minute tax questions to ask yourself. Originially published in the Monterey County Herald on 12/13/18. ow.ly/OmLZ30n1r6u
Elder financial abuse is a real problem. Here's how you can make a difference. ow.ly/Qg8030kwsog
Worried about the future of Social Security? You're not alone. ow.ly/ipmP30kwsja
If you have an IRA, take care to avoid prohibited transactions. The penalties can be severe. ow.ly/Oeki30kaDl6
Looking for tax-free income? Muni bonds MIGHT be an answer. ow.ly/Geyv30jQLgP or ow.ly/1x2S30jQLhV
Money is only part of what makes a person wealthy. Here are thoughts on the other parts. ow.ly/1oUw30jISUV
If you own a variable universal life insurance policy, you probably want to check this out. ow.ly/tZOI30jxPz9
Some readers were having trouble accessing the Monterey Herald. Here's my column from last week as posted to my blog. ow.ly/Ad0y30jijkP
The first installment in a series on making the most of your 401k plan. ow.ly/44sz30j6NLK
Certain lessons need to be learned only once. ow.ly/Y6L230j2ukv
I keep getting questions for folks about annuities. Here's my latest response about equity-indexed annuities. ow.ly/bSRi30iQ95F
Does your brain short circuit your financial decisions? Nobel Prize laureate Daniel Kahneman might have some clues why. ow.ly/LdKG30iIRR0
I often get asked if it makes sense to roll a 401k into an IRA. The short answer: it depends. But here are some things to consider. ow.ly/jVGH30izVrr
Do you have earthquake insurance? Here are some things to consider before you buy. ow.ly/sdHZ30iw8vk
Here's a little perspective on the recent stock market volatility. ow.ly/YZVP30ihOfG
Five ways the new tax law may make you look at your IRA differently. ow.ly/WW4N30id9OV
It has been nearly 20 years since the job market was this good. It is time to supercharge your career. ow.ly/ClQ230i0tf4
So...you wanna be a millionaire? Well, you better read this... ow.ly/spMT30hRUGK
Several people have asked me if they should exit the stock market. ow.ly/qedd30hJdNr
Debt addiction is major cause of unhappiness. Here's help to break the habit. ow.ly/zAO230hCmXk
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