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A Place Of Possibility A Place Of Possibility
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Archive for Term: Social Security

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Posted on December 28, 2021
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#013 One Week Left to Save a Bundle on Your 2021 Taxes

401k, A Place of Possibility, Alamo, Angela Wright, Charitable Contribution, Del Monte Group, FSA Money, I Bonds, Investing, IRA, medicare, Podcast, Required Minimum Distribution, Richard Del Monte, Roth IRA, Student Loans, Taxes

Podcast

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Posted on October 21, 2021
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09: Alphabet Soup a Medicare Tell-All to Get You Ready for Enrollment

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

Podcast, Video

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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

News & Media

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Posted on August 19, 2021
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03: Roth IRA: How to Build a Tax-Free Retirement

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 August 19, 2021
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01: How to Retire on a Lump Sum

A Place Of Possiblity, Alamo, Angela Wright, Del Monte Group, Endless Inheritance, family wealth, Family Wealth Transitions, financial planning, Heirs, Inheritance, Investing, Life Transition, Money, Podcast, preparing heirs, real estate, Retire, retirement, Retirement Plan, Richard Del Monte, Roth Plan, Small Business, Taxes, Transfer of Wealth, Wealth, Wealth Management

Podcast

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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 October 16, 2019
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Open Enrollment Season Has Arrived!

Medicare The annual Medicare Open Enrollment period for 2020 plans will run from October 15, 2019, to December 7, 2019. During the annual enrollment period you can sign up or make changes to various aspects of your existing coverage. You can also switch...

medical coverage, medicare, obamacare, open enrollment

Blog Post

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Posted on June 10, 2019
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Avoiding Financial and Identity Theft Scams: A Reference Guide

A quick reference guide to protecting your money and your identity.Who Are They? Financial fraudsters are after your assets. Identity thieves steal your personal information (often to then commit financial fraud).

financial scams, identity theft, phishing

Blog Post

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Posted on August 4, 2016
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New Social Security Online Account Protections

The Social Security Administration has tightened security in order to prevent hackers and identity thieves.  Now, when you log into your Social Security Administration account, you do what you’ve always done: give your user name and password.  Then you...

Social Security

Blog Post

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Contact us

T 925.736.6410

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75 Golden Meadow Lane
Alamo, CA 94507

Del Monte Group

21 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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