Monterey in the Media

What Happens If You Don't Pay Your Student Loans?

John Owens, Executive Vice President, on what to do if you are at or nearing default on a student loan.... Read full article

The Road to Rapid Business Growth: 3 Types of Partnerships That Make It Possible

Chris Ratigan, VP of business development at Monterey Financial, explains the power of a strong business development partnerships... Read full article

The Top 5 Elements You Need to Succeed in the Modern World of Finance & Fintech

Shaun Lucas, President & CEO at Monterey Financial, explains they are our first interaction with our clients and customers, and their success is ultimately ours. Build a strong team able to execute and perform... Read full article

Mistakes You Should Know to Avoid with TurboTax

Chris Ratigan, VP of business development at Monterey Financial, explains Filing your taxes can be challenging even if you only hold one traditional job. Things become entirely more complicated if you have multiple revenue streams, various investments, or unique work and living arrangements... Read full article

5 Situations Where Canceling Your Credit Card Makes Sense

Chris Ratigan, VP of business development at Monterey Financial, explains Even though they can be a great way to help organize your finances and streamline your budget, all credit cards come with one inherent danger... Read full article

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