Author: Montgomery Taylor

Find Your Retirement Personality Type – And Learn How It Affects Your Finances

Apr 5, 2021
What’s the one thing you can’t wait to do when you retire? Typical answers include traveling, starting your own business, […]

Does Your Retirement Plan Cover You for Life?

Mar 22, 2021
According to reports, nearly half of Americans are afraid of running out of money in their retirement – and that […]

Working After Retirement: 3 Ways to Do It and How It May Impact Your Benefits

Mar 1, 2021
Whether you miss the camaraderie of working in an office or simply want to boost your savings, working after retirement […]

Sonoma County Wealth Advisor Weighs in on Healthcare in Retirement

Feb 22, 2021
Retirement can be complicated. Healthcare costs can be expensive. Put the two together, and navigating healthcare costs in retirement can […]

Retiring Before (or After) Your Spouse: 7 Questions to Ask

Feb 15, 2021
In a perfect world, you and your spouse may want to retire at the same time and savor your Golden […]

Dangerous Assumptions Business Owners Make About Retirement

Jan 18, 2021
Most working Americans plan to retire at some point in their lives, even if they love what they do. But […]

Starting the New Year in a New Job? What To Do With Your 401(k)

Jan 4, 2021
After the year we had in 2020, a lot people started 2021 in a new job. The pandemic-related shutdowns and […]

Why Pay for an Advisor When You Can Find Free Advice Online?

Dec 17, 2020
It’s true: You can find plenty of financial advice from a simple Google search. Whether it’s investing, retirement, stock picking […]

What to Do a Year from Retirement

Dec 7, 2020
Time flies! One day, you’re starting a new job and retirement seems like an out-of-reach dream you have “plenty of […]