Montoya Wealth Management was voted Best Financial Planner by Market Surveys of America. Along with the nifty plaque, we’re grateful for the faith our customers place in us. Thank you!
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Occasionally Prescott punches above its weight, bringing a celebrity or top musician to live among us.
Take the case of Jack Petersen. Jack likes jazz and plays the guitar. Which is to say, in the early 1960s he developed the jazz-guitar program at the Berklee College of Music (the Yale of music schools) and subsequently went on to even greater things in the world of jazz.
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In March, as the world was in the throes of a new pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The law, one of the few bright spots of those early months, helped Americans impacted by the COVID-19 pandemic.
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This spring has brought many unprecedented changes. With jobs on hold or lost, and small businesses in limbo, the Internal Revenue Service has reset the federal tax deadline to July 15. This means you have until July 15 to file your 1040 form, pay any federal taxes owed for 2019, and make contributions to your HSA and IRA accounts.
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Here in the retirement planning world, the December passage SECURE Act has been a pretty big deal. This isn’t surprising given that the bill was intended to help more Americans benefit from various retirement vehicles, including Individual Retirement Accounts (IRAs).
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One of the greatest legacies any parent can give a child is a framework for living an enduring, healthy lifestyle. In fact, it’s nearly impossible to underestimate the power that parents have on their children’s development, which is why parenting is such a profound responsibility.
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Creating a successful financial legacy isn’t just about leaving money to kids and grandkids; it’s also about the financial tools and skills you help them develop along the way.
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You may be hearing a lot of buzz about exchange-traded funds (ETFs). With their very low charges and management fees, ETFs give you a cheap and convenient way to build a portfolio of index funds.
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On the news of escalating trade tensions with China, volatility has once again returned to the market, and along with it, investor alarm. So what’s the right thing to do? The truth is, there’s no pat answer to that question. But there is one thing I can tell you that applies to anyone: It’s important to proceed thoughtfully and carefully.
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