David Meyers
President, Meyers Wealth Management
Financial Adviser at Meyers Wealth Management in Palo Alto, CA
About
Fee-only financial planning. We work for you! Ongoing asset management and comprehensive planning -- as well as "On the Spot Planning" as you need it. We are a California-registered investment advisor.
Address
550 Hamilton Ave Ste 210 in Palo Alto, CA 94301Info
None specified
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Q&A
Asked by John
I like rolling old 401(k)'s into one IRA,
because it's easier to manage and keep track
of. There are other reasons you may, may not
want to do this, and it's best to b...
Q&A
Asked by Apryl
Answered by David Meyers
Financial Adviser in Palo Alto, CA
Financial Adviser in Palo Alto, CA
Assuming a few things: (a) you have an
emergency fund (3-6 months of cost of living
in highly liquid risk-free savings of some
sort); (b) you've paid down all credit ...
Q&A
Asked by Destinyban
Answered by Scott Beckwith
Mortgage Professional in Madison, CT
Mortgage Professional in Madison, CT
It is very hard to answer that question. It
is different for every person since each
person has different financial needs and
objectives. People refinance to consoli...
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