Author: Montgomery Taylor

8 Retirement Surprises That Can Catch You Off Guard

Oct 4, 2021
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

Sep 20, 2021
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

Sep 13, 2021
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

Aug 30, 2021
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

Aug 9, 2021
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

Jul 26, 2021
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

Jul 12, 2021
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

Jun 28, 2021
Retiring in California – specifically Sonoma County – is a dream come true for many people, but it takes proper […]

5 Important Retirement Ages to Remember

Jun 21, 2021
When it comes to retirement, people tend to remember one specific age: 65. Why? Well, for years, 65 was the […]