Monterey Financial Services News & Announcements

Monterey in the Media

Living paycheck to paycheck? Here’s how to stop.

Some practical advice from John Owens..... Read full article

Monterey Financial, LLC: Unveiling the Future of Timeshare Financing at GNEX-ACOTUR 2023 Conference

Monterey Financial Showcases Unmatched Expertise in Timeshare and Travel Club Financing at GNEX-ACOTUR 2023..... Read full article

Almost One-Third of Retirees Still Work for Extra Cash — How Experts Say You Can Avoid It

Avoid having to work in retirement and save extra cash with advice from John Owens, Executive Vice President..... Read full article

How to remove collections from your credit report

Executive Vice President, John Owens, with collection account advice..... Read full article

Thinking of freelancing? Ask yourself these 10 questions before you take the plunge

Understanding the impact going freelance has on your ability to qualify for financing, from John Owens Executive Vice president..... Read full article

How much can you borrow with a personal loan?

John Owens, Executive Vice President, on the importance of only borrowing what you can afford..... Read full article

Want a low private student loan rate? Here's what experts say to do

Eric Daugherty, Business Development Manager, on how repayment term can impact your interest rate..... Read full article

How to Finance Furniture?

Advice from Monterey Financial Executive Vice President, John Owens, on furniture financing options.... Read full article

How to finance healthcare expenses with medical loans?

Considerations when Financing medical expenses insight from John Owens, Executive Vice President.... Read full article

How to choose checking vs. savings accounts?

John Owens, Executive Vice President on the importance of Savings accounts.... Read full article

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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