My name is Moorea Monaco. I’m a CERTIFIED FINANCIAL PLANNER™ who has worked in the financial planning industry since 2014. I was part of the original Carter & Carter Wealth Strategies team that merged with Merriman in 2017. I graduated from the University of Oregon with a focus in Planning, Public Policy, and Management.
On the weekends you’ll find me spending time with my husband and daughter. When time allows, we love going on road trips or trying new places to eat with family and friends. When I’m alone, I love getting lost in a book (or audiobook). Ask me about my road trip to the Seven Wonders of Oregon!
I’m looking forward to meeting you and providing guidance through all the stages of your life.
Online Blog Resources
Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!
Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.