Author: Montgomery Taylor
8 Retirement Surprises That Can Catch You Off Guard
A Sonoma County retirement can be a wonderful thing. But it takes careful preparation. Sonoma County is one of the […]
Cost of Living Calculator: Many People Overlook Taxes
As a Certified Financial Planner (CFP), CPA and founder of Montgomery Taylor Wealth Management, I have some important advice for […]
Roth Vs. Traditional, and When a Conversion Makes Sense
If a Roth conversion is right for you, you can save in taxes, improve your financial future and take advantage […]
Are You Leaving a Legacy or a Tax Burden? 6 Estate Planning Strategies
Even the best intentions can be derailed by taxes. When planning your retirement tax strategy, many people forget to take […]
5 Types of Taxes People Forget to Consider – And How They Affect Your Financial Plan
At Montgomery Taylor Wealth Management, we look at financial planning as a pyramid. In this pyramid, there are many different […]
How to Teach the Next Generation About Financial Planning, Wealth Management
Teaching your children and grandchildren important financial planning lessons doesn’t have to involve a complicated, serious, sit-down conversation. In fact, […]
Inheritances: Financial Planning Tips for You and Your Beneficiaries
Inheritances are a way to transfer wealth when you’re gone, be it to the next generation, a charity, or friends […]
Retiring in California? Financial Advisor (Santa Rosa, CA) Shares 5 Factors to Consider
Retiring in California – specifically Sonoma County – is a dream come true for many people, but it takes proper […]
5 Important Retirement Ages to Remember
When it comes to retirement, people tend to remember one specific age: 65. Why? Well, for years, 65 was the […]