Author: Montgomery Taylor

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 […]

Financial Advisors in Sonoma County Warn: 3 Scams to Avoid in Today’s Climate

May 11, 2020
As if there isn’t enough to worry about right now, financial advisors in Sonoma County are warning their clients about […]

Why It’s Important to Stay Informed During the Coronavirus Pandemic

Apr 20, 2020
The world is experiencing extraordinarily bizarre times. COVID-19 looms like a dark cloud over the workforce, the stock market and […]

Common Investor Questions During the Coronavirus Pandemic

Apr 6, 2020
How will the Coronavirus pandemic affect my wealth portfolio?  The North Bay Business Journal recently included Montgomery Taylor Wealth Management […]

New Information Regarding the Tax Extension Relief

Mar 30, 2020
We have new information regarding the tax extension relief that we wanted to share with you: Second-quarter Federal estimated income […]

New Tax Filing Deadline

Mar 23, 2020
The Federal and California governments announced today that the 2019 tax filing deadline has moved from April 15 to July […]

Dear Valued Clients

Mar 18, 2020
As more information continues to flood in about the spread of the Coronavirus, we want you to know that we […]

When You Don’t Have an Estate Plan …

Mar 17, 2020
If you don’t think it’s important to have an estate plan, just consider what will happen if you should pass […]

7 Common Tax Planning Mistakes Made in Retirement

Feb 11, 2020
Taxes shouldn’t just be a priority on April 15. At Montgomery Taylor Wealth Management, we help clients with their tax […]