Author: Montgomery Taylor
How to Get the Most Out of Your Retirement Account
When was the last time you logged into your retirement account’s online portal? Odds are, it has been a while. […]
4 Key Elements to Protecting Family Wealth
It’s a fact: 70 percent of family wealth disappears in the next generation and a whopping 90 percent evaporates by […]
What Do You Really Know About Your Financial Advisor? What Should You Know?
Before you see a doctor, be it for a routine checkup or a major surgery, chances are you asked a […]
How to Plan for Rising Healthcare Costs in a Sonoma County Retirement
The cost of healthcare has increased enormously over the last few decades. To say that healthcare prices far outpace inflation […]
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 […]