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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 […]

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

Jul 20, 2020
Men and women are different – and often, so are their financial planning needs. At Montgomery Taylor Wealth Management, we […]

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 […]

Montgomery Taylor Joins State CPA Committee

SANTA ROSA, CA, May 11, 2020 – We are pleased to announce that Montgomery Taylor, CPA, CFP and founder of […]

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 […]