Author: Sandy Loewen
Do You Have a Small Business? Don’t Overlook These Opportunities
September 22-26, 2020 was officially designated “National Small Business Week,” but if you have a small business, you know that […]
Financial Planning Concerns for Women, and the Retirement Questions to Ask Yourself
Men and women are different – and often, so are their financial planning needs. At Montgomery Taylor Wealth Management, we […]
What All Divorcees Should Know About Social Security
When it comes to retirement planning, we get a lot of questions about Social Security. Will it be there for […]
Withholding: Good Practices for Optimum Results
How do you measure the success of your tax filing? It seems to be a common preconception that success of […]
Help – I Received an IRS Notice!
Ah, summer — ‘tis the season … and I’m not talking about Christmas, but the season for receiving IRS notices! […]