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Archive for Term: College Planning

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Posted on August 26, 2021
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Del Monte Group Launches A Place of Possibility™ Podcast Series Exploring the World of Wealth Management beyond Money

Greater Bay Area wealth management firm Del Monte Group announces the launch of “A Place of Possibility” podcast, co-hosted by Del Monte Group founder Richard Del Monte and partner and COO Angela Wright. “A Place of Possibility” was developed...

Absolute Trust Counsel, Absolute Trust Talk, Alamo, Del Monte Group, Endless Inheritance, estate planning, family wealth, Family Wealth Transitions, financial planning, Heirs, Inheritance, Kirsten Howe, Life Transition, Money, Podcast, preparing heirs, Richard Del Monte, Transfer of Wealth, Wealth, Wealth Management

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Posted on August 19, 2021
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00: Welcome to A Place of Possibility

Absolute Trust Counsel, Absolute Trust Talk, Alamo, Del Monte Group, Endless Inheritance, estate planning, family wealth, Family Wealth Transitions, financial planning, Heirs, Inheritance, Kirsten Howe, Life Transition, Money, Podcast, preparing heirs, Richard Del Monte, Transfer of Wealth, Wealth, Wealth Management

Podcast

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Posted on January 15, 2020
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/ Q2MarkDMG

The New SECURE Act Affects YOU!

There was sweeping new legislation enacted last month that will affect every one of us who own or stand to inherit retirement accounts of all kinds. Known as the SECURE act, this legislation does the following: Required Minimum Distributions...

secure act, Taxes

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Posted on September 9, 2019
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/ Q2MarkDMG

FAFSA Application Advice for College-Bound Kids: Apply Sooner Than Later

“Students who file the FAFSA during the first three months tend to get twice as much grants, on average, as compared with students who file the FAFSA later.” The catch? While you are generally required to submit your FAFSA...

college funding

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Contact us

T 925.736.6410

F 925.263.1930

75 Golden Meadow Lane
Alamo, CA 94507

Del Monte Group

22 hours ago

Del Monte Group
Stocks this year, and especially today’s down market can understandably cause people to panic and consider cashing out of stocks. Here’s a reframe for you: if you had all your money in cash today, with the Dow down 1,000 points, wouldn’t you be thinking you SHOULD BE BUYING? That’s what Warren Buffet is doing right now. Read this short article for his common sense wisdom. It will help you keep your wits about you and make rational-instead of emotional-decisions about your money.This is what Warren Buffett says to do when markets are down www.cnbc.com/2022/05/17/what-warren-buffett-says-to-do-when-markets-are-down.html?__source=iosapp... ... See MoreSee Less

Warren Buffett, Jack Bogle and financial planners agree: When stocks are down, 'don't watch the market closely'

www.cnbc.com

While many investors may be wondering what to do in such a tumultuous market, Warren Buffett says the answer is simple: Try not to worry too much about it.
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Del Monte Group

2 days ago

Del Monte Group
Word of a possible #recession is making headlines with the #stockmarket taking a dip, #inflation, and #interestrates rising. But we’re not jumping to any conclusions just yet. In a new episode of A Place of Possibility™, we’re talking about all things recession. How to know if we’re in one, what we’ve learned from past recessions, how to prepare, and more importantly, how to stay calm and confident in our #investment strategies. >> aplaceofpossibility.com/apop21 #Recession #APlaceOfPossibility #Podcast ... See MoreSee Less

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Del Monte Group

3 days ago

Del Monte Group
In this part of our 30th Anniversary highlights, Angela shares her thoughts on Richard and how his cultivation of company culture sets Del Monte Group apart from the rest of the pack. Want to know more about Richard or Angela? You can find out more about them and our whole team by visiting www.APlaceofPossibility.com. Who knows, they might just become a part of your family too. #30yearsofservice ... See MoreSee Less

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Del Monte Group

6 days ago

Del Monte Group
Why is estate planning one of the most confusing and misunderstood topics in the financial planning world? There are a few reasons, namely, because it is so far removed from our daily lives, and the process is constantly changing. But that's why you should keep it closer! >> aplaceofpossibility.com/apop19 #APlaceOfPossibility #Podcast #EstatePlanning #KirstenHowe #AbsoluteTrustCounsel Absolute Trust Counsel ... See MoreSee Less

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Del Monte Group

7 days ago

Del Monte Group
Team DMG is thrilled to introduce our new team member, Leo Bojorquez! Leo is an operational guru with an extensive background in the insurance and banking industries. He has worked with hundreds of independent financial advisors and RIA’s during his time at a TAMP (Turnkey Asset Management Platform), giving him a unique perspective on client needs and organizational efficiencies. Leo holds a Bachelor’s Degree in Political Economy from UC Berkeley and an MBA from Saint Mary’s College of California, Moraga. Additionally, Leo holds the Charted Financial Consultant® designation and is one test away from earning his CFP designation! Go Leo, and welcome to the team! ... See MoreSee Less

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