Author: Montgomery Taylor

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 […]

5 Things Your Estate Plan May Be Missing

Nov 18, 2020
For many people, 2020 will be used as a catalyst for change. No one could have predicted what the year […]

How Much Will My Social Security Benefits Be? Sonoma County Wealth Advisor Explains

Nov 10, 2020
As a Sonoma County wealth advisor for more than 30 years, it’s safe to say I’ve helped hundreds of families […]

Risk Tolerance Vs. Risk Capacity – And What it Means for Your Investments

Oct 13, 2020
All investors should understand the concepts of risk tolerance and risk capacity in order to develop a comfortable financial plan with their […]

Am I Saving Enough for Retirement? 6 Ways to Make Sure

Sep 15, 2020
Back in the good ol’ days, you didn’t have to worry much about saving for retirement. Your employer set you […]

5 Things Your Tax Return Can Tell You About Your Retirement

Aug 17, 2020
The 2020 tax-filing deadline has come and gone, but that doesn’t mean we should forget about our taxes until next […]

Death and Taxes: Why They’re Important in Financial Planning

Jun 22, 2020
Although Tax Day 2020 has been extended from April 15 to July 15 because of the Coronavirus pandemic, taxes will […]