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A Place Of Possibility A Place Of Possibility
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Archive for Term: Family Meetings

HomeBlogPortfolios
Posted on October 24, 2022
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028: What You Need to Know When Picking Your Medicare Plan

A Place of Possibility, Angela Wright, APlaceOfPossibility, Del Monte Group, Del Monte Group LLC, Heirs, Life Transition, Podcast, preparing heirs, Retirement Planning, Richard Del Monte, Transfer of Wealth, Wealth Management

Podcast

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Posted on August 16, 2022
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Going from “We to Me” Panel Discussion Featuring Angela Wright

Angela Wright, End of Life Care, End of Life Planning, estate planning, Family Planning, Finances, Income Sources, Legacy Planning, life insurance, Life Transitions, Money, retirement, Savvy Senior Seminar, Tax Changes, We to Me

Blog Post, News & Media

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Posted on June 17, 2022
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023: Downsizing, Relocating, or Assisted Living? How to Prepare for a Senior Move

A Place of Possibility, Alamo, Angela Wright, APlaceOfPossibility Recession, Del Monte Group, DelMonteGroup, Endless Inheritance, family wealth, Family Wealth Transitions, financial planning, Heirs, Inheritance, Investing, Investments, IRA, Life Transition, Money, Podcast, preparing heirs, real estate, Retire, retirement, Richard Del Monte, Transfer of Wealth, Wealth, Wealth Management

Podcast

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Posted on April 8, 2022
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019: Make Sure Your Estate Plan Still Works for You and Your Family

A Place of Possibility, Alamo, Angela Wright, APlaceOfPossibility, Del Monte Group, DelMonteGroup, Endless Inheritance, family wealth, Family Wealth Transitions, financial planning, Heirs, Inheritance, Investing, IRA, Kirsten Howe, Life Transition, Money, Podcast, preparing heirs, real estate, Retire, retirement, Richard Del Monte, Transfer of Wealth, Wealth, Wealth Management

Podcast

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Posted on March 11, 2022
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017: Using a Family Meeting to Explain Your Estate Plan to Your Children

A Place of Possibility, Alamo, Angela Wright, APlaceOfPossibility, Del Monte Group, DelMonteGroup, Endless Inheritance, family wealth, Family Wealth Transitions, financial planning, Heirs, Inheritance, Investing, IRA, Life Transition, Money, Podcast, preparing heirs, real estate, Retire, retirement, Richard Del Monte, Transfer of Wealth, Wealth, Wealth Management

Podcast

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Posted on February 27, 2022
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016: How to Have the “Money Talk” with Your Partner

A Place of Possibility, Angela Wright, APlaceOfPossibility, Del Monte Group, DelMonteGroup, financial planning, Investing, Podcast, Retirement Planning

Podcast

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Posted on January 31, 2022
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#014 How to Keep Money from Ruining Your Marriage

A Place of Possibility, Alamo, Andy Bryce, Angela Wright, APlaceOfPossibility, Del Monte Group, DelMonteGroup, Endless Inheritance, family wealth, Family Wealth Transitions, Financial Conversations, financial planning, Heirs, Inheritance, Investing, IRA, Life Transition, Money, Podcast, preparing heirs, real estate, Retire, retirement, Richard Del Monte, Tapping Through, Transfer of Wealth, Wealth, Wealth Management

Podcast

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Posted on November 22, 2021
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10 Tips to Avoid Another Family Holiday Meltdown

A Place of Possibility, blog, Del Monte Group, family, resolutions, Richard Del Monte, thanksgiving

Blog Post

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Posted on October 12, 2021
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08: Annuities: Everything You Never Wanted to Know

Absolute Trust Counsel, Alamo, Del Monte Group, Endless Inheritance, estate planning, Family Wealth Transitions, financial planning, Money, Podcast, preparing heirs, Richard Del Monte, Wealth Management

Podcast

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Posted on September 28, 2021
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07: Vacation Daddy: Integrating Your Values with Your Financial Decisions

Absolute Trust Counsel, Alamo, Del Monte Group, Endless Inheritance, estate planning, Family Wealth Transitions, financial planning, Money, Podcast, preparing heirs, Richard Del Monte, Vacation Daddy, Values, Wealth Management

Podcast

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Contact us

T 925.736.6410

F 925.263.1930

75 Golden Meadow Lane
Alamo, CA 94507

Del Monte Group

3 hours ago

Del Monte Group
If the market is down, think of it as a sale on stocks. You want to buy more, so you’ll see even more growth when it goes back up. Contrary to popular belief, your stocks will not go to zero because that would mean the fall of capitalism. The most significant declines we ever see are around 50%, and those are temporary. So always take advantage of the “sale!” No matter what’s happening with the economy, we’ve got your back and will always help you make your money work for you. Get in touch with our team by calling 925.736.6410 or schedule a free consultation with Richard or Angela >> aplaceofpossibility.com/meetdmg. For educational purposes only. aplaceofpossibility.com/disclaimer/ #DelMonteGroup #APlaceOfPossibility #Inflation #StockMarket #Portfolio #Investing #RichardDelMonte #Rossmoor #AngelaWright #Alamo #Danville #WealthManagement #FinancialPlanning ... See MoreSee Less

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Del Monte Group

23 hours ago

Del Monte Group
Debt is not a great thing. No one ever wants to be or should be, maxed out. But let’s discuss this federal debt ceiling issue that has once again taken hold of our headlines. Yes, we’re at $31 trillion, the highest we’ve ever been, but our economy has grown too. So, guess what? We’re only paying 1.8% of our total GDP to service the debt today, verse 3.1% during the 90s,. Thus, we are proportionally much better off today than we were in the 1990s. Listen in as Richard and Angela talk more about this hot topic, why you shouldn’t be overly worried, and definitely DO NOT need to make any drastic moves in your financial life.#APlaceOfPossibility #Investing #InvestmentPortfolio #DebtCeiling #FinancialGoals #RiskTolerance #Diversification ... See MoreSee Less

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Del Monte Group

1 day ago

Del Monte Group
As Richard and Angela point out, we are not in a terrible situation because our debt is so high, but it does have a real impact. Yes, we may see some volatility, but if you have a well-diversified portfolio, you can weather this storm and come out on top. Want to make sure your portfolio is where it needs to be? We can help! Set up a meeting with Richard or Angela. Visit our calendar to pick a date and time that works for you. aplaceofpossibility.com/MeetDMG/.#aplaceofpossibility #investing #investmentportfolio #DebtCeiling #financialgoals #risktolerance #diversification ... See MoreSee Less

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Del Monte Group

1 day ago

Del Monte Group
As Richard and Angela point out, we are not in a terrible situation because our debt is so high, but it does have a real impact. Yes, we may see some volatility, but if you have a well-diversified portfolio, you can weather this storm and come out on top. Want to make sure your portfolio is where it needs to be? We can help! Set up a meeting with Richard or Angela. Visit our calendar to pick a date and time that works for you. aplaceofpossibility.com/MeetDMG/.#aplaceofpossibility #investing #investmentportfolio #DebtCeiling #financialgoals #risktolerance #diversification ... See MoreSee Less

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Del Monte Group

2 days ago

Del Monte Group
Did you know that in the 90s, we paid 3.1% of our total GDP to service our debt? So, we must be paying A LOT more now, especially if our debt is at a new high? Wrong, we’re only paying 1.8% - how could that be? Because our economy has grown exponentially,, paying the debt is a smaller piece of the pie. If you’re worried about your portfolio or the debt ceiling and need to calm your fears, schedule a time to talk with Richard or Angela! aplaceofpossibility.com/MeetDMG/.#APlaceOfPossibility #Investing #InvestmentPortfolio #DebtCeiling #FinancialGoals #RiskTolerance #Diversification ... See MoreSee Less

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