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Archive for Category: White Paper

HomeBlogWhite Paper
Posted on July 12, 2017
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White Paper: A Powerful Retirement Tool for the Self-Employed

Hot off the presses, our White Paper on the Solo 401(k) will open the eyes of the self-employed. This powerful and widely unknown retirement account can help self-employed and independent contractors put away tens of thousands more for their...

business owner, independent contractors, Retirement Accounts, Retirement Planning, self employed, solo 401k

White Paper

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Posted on August 23, 2016
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History on the Run

Today we thought we'd share a recent article by Dimensional Fund's VP, Jim Parker. It discusses the futility of  responding to the “crisis of the day,” because very soon, that crisis will be forgotten as the world’s investor community...

China, crisis, DFA, stock market, the brexit

Blog Post, White Paper

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Posted on November 25, 2015
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10 Tips to Avoiding Holiday Meltdowns

Are you dreading the holidays with your family? Never fear! Just in time for Thanksgiving, Richard has 10 great tips for smooth sailing this year. Click here to read them: Avoiding Holiday Meltdowns Alamo, CA neighbors and beyond it’s...

christmas, family, family harmony, holidays, thanksgiving

Blog Post, White Paper

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Posted on September 18, 2015
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Savvy Social Security: The Secrets to Maximizing Your Benefits

Hot off the press!! Our latest white paper written by Wealth Advisor, Chris Hughes, addresses savvy Social Security planning. Learn the secrets to maximizing your benefits, coordinating benefits with your spouse (even if you are divorced or a surviving spouse),...

retirement, Social Security

Blog Post, White Paper

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Posted on July 7, 2015
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The Financial Skills Trust: A New Way to Combat the Negative Effects of Leaving Wealth to Your Heirs

Hot off the press! Our latest white paper discusses the Financial Skills Trust – a new tool designed to motivate heirs instead of controlling them. View or download the white paper here: The Financial Skills Trust. Alamo, CA neighbors and...

estate planning, financial skills trust, trusts, will

Blog Post, White Paper

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Posted on March 18, 2015
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Ending Family Feuds Once and for All

Why do families break apart, and what can we do about it? Click here to read our latest white paper on family conflict: Ending Family Feuds Once and for All Every client that walks through our door is...

Blog Post, White Paper

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Posted on August 16, 2014
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White Paper: A Look at Reverse Mortgages

Our new white paper tackles reverse mortgages, a long misused and misunderstood tool. Click here to read: A Look at Reverse Mortgages Are you looking for life-long financial planning support beyond traditional wealth management? Then Del Monte Group...

White Paper

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Posted on November 21, 2013
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Case Study: One Family’s Experience Living in Possibility®

Our very first case study! Read about one family's experience in our Living in Possibility® process, and stay tuned for part II! Click here to read: One Family's Experience Part I Calling all neighbors in the Alamo, CA...

White Paper

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Posted on January 7, 2013
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White Paper: Why Your Estate Plan is Going to Fail

An estate plan is not all you need to secure your family's wealth and harmony for generations. What else is there? Read our most recent white paper to find out: Why Your Estate Plan is Going to Fail ...

White Paper

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Contact Us

T 925.736.6410

75 Golden Meadow Lane
Alamo, CA 94507

Contact Us

T 925.736.6410
F 925.263.1930


75 Golden Meadow Lane
Alamo, CA 94507

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Contact us

T 925.736.6410

F 925.263.1930

75 Golden Meadow Lane
Alamo, CA 94507

Latest Posts

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  • 031: The Promise & Pitfalls of Debt & Credit

    031: The Promise & Pitfalls of Debt & Credit

Contact us

T 925.736.6410

F 925.263.1930

75 Golden Meadow Lane
Alamo, CA 94507

Del Monte Group

2 weeks ago

Del Monte Group
Financial planners and tax attorneys will help you with two different things. First, consider using a tax professional when you need help filing your taxes. Pro Tip: A CPA will go to bat for you with the IRS too. A financial planner will help you with big decisions regarding retirement planning, retooling finances, etc.Yes, life is full of financial decisions, but that isn’t all life is about. If you need help with personalized solutions tailored to your wants and needs, please get in touch with Angela or Richard today! Schedule a free consultation to get started by visiting www.APlaceOfPossibility.com/Calendar. #LifeTransitions #DelMonteGroup #WeToMe #SavvySeniors #Incapacity #EstatePlanning #AngelaWright #Alamo #Danville #WealthManagement #FinancialPlanning #MultiGenerationalLifePlanning #CPA #FinancialPlanner #Taxes #FinancialDecisions #Money ... See MoreSee Less

How Do You Know When You Need a Financial Planner and CPA or Tax Attorney?

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Your financial planner and tax attorney will help you with two different things. First, consider using a tax professional when you need help filing your taxe...

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Del Monte Group

2 weeks ago

Del Monte Group
Do you use a credit card that earns miles or cash back? As long as you pay them off every month, that is considered good debt, and it has the added bonus of free money. Wondering what else qualifies as good debt? Don’t miss A Place of Possibility episode 31, which comes along with a free guide that helps you understand why you shouldn’t fear debt and how it can be a good means to financial growth. >> aplaceofpossibility.com/apop31 #DelMonteGroup #APlaceOfPossibility #Podcast #Debt #Credit ... See MoreSee Less

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Del Monte Group

2 weeks ago

Del Monte Group
Today we celebrate the life and legacy of Dr. Martin Luther King Jr. - a leader who fought for justice and equality for all. Yet, as we pause a moment to celebrate his conviction and many sacrifices, we recognize that the work of Dr. King, and so many others who have dedicated their lives to fighting for an equal society, is far from finished. And let us always remember that we can continue driving the change this extraordinary leader began simply through our own words and actions. #martinlutherkingjr #MLKDay ... See MoreSee Less

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Del Monte Group

3 weeks ago

Del Monte Group
Pro Tip: Practically speaking, a good idea would be to wait until you have the necessary paperwork to transfer that account into your name before alerting your financial institutions. #lifetransitions #delmontegroup #WEtoME #SavvySeniors #incapacity #estateplanning #angelawright #Alamo #danville #wealthmanagement #financialplanning #multigenerationallifeplanning #banks #money #investmentaccounts #deathnotice ... See MoreSee Less

When Is it too Early to Alert Financial Institutions of a Death?

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Pro Tip: Practically speaking, a good idea would be to wait until you have the necessary paperwork to transfer that account into your name before alerting yo...

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Del Monte Group was live.

3 weeks ago

Del Monte Group
Successful investment and tax strategies always seem like a sleight of hand, especially when it comes to those last-minute reduction strategies that need to be completed before the year’s end. But with a constant evolution of complex laws, how is it possible for so many individuals to really, truly excel at protecting their money and make the most of the rules in place? In this new episode of A Place of Possibility, we’ll talk through a variety of unique, effective, and largely unknown financial strategies that can help you get ahead and ensure your money is working as efficiently as possible as you make your way into 2023. ... See MoreSee Less

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"A Place of Possibility" is a trademark of Del Monte Group 2008. All rights reserved.
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