Author: Sandy Loewen

Financial Planning Concerns for Women, and the Retirement Questions to Ask Yourself

By: Sandy Loewen

Jul 20, 2020

Men and women are different – and often, so are their financial planning needs. At Montgomery Taylor Wealth Management, we […]

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What All Divorcees Should Know About Social Security

By: Sandy Loewen

Jan 20, 2020

When it comes to retirement planning, we get a lot of questions about Social Security. Will it be there for […]

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Withholding: Good Practices for Optimum Results

By: Sandy Loewen

Sep 28, 2019

How do you measure the success of your tax filing? It seems to be a common preconception that success of […]

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Help – I Received an IRS Notice!

By: Sandy Loewen

Sep 28, 2019

Ah, summer — ‘tis the season … and I’m not talking about Christmas, but the season for receiving IRS notices! […]

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The information contained in this site is for illustrative purposes only and is based on a general viewpoint of our typical clients. The information should not be construed as investment recommendations. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investment portfolio. Please consult with a qualified professional to determine the best approach for your situation. Past performance is not indicative of future results. Montgomery Taylor Wealth Management is a Registered Investment Advisor with the California Department of Business Oversight.