Allison Barrientos is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Modern Wealth Management in Monterey, CA and the surrounding communities.
This is the time of year to plan for what next year may look like and make your best guess as to what benefits you may need in terms of health,...
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For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...
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The formal name is refund anticipation loans, or RALs. They're marketed primarily to cash-poor taxpayers who use their annual federal and...
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If you're like most Americans, you're most likely searching for ways to save money now more than ever.But saving money, according to financial...
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Have a child graduating from high school or college soon? Go ahead, pat yourself and your youngster on the back for a job well done. But with...
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To Stay or Not to Stay — That is the QuestionThe home is typically the largest marital asset. The decision to stay or not to stay in it is not...
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According to an August survey from America’s Health In...
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This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...
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One of the first lessons of financial planning is that you shouldn’t base your retirement future on the prospects for the Social Security...
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You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
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