Category: financial advisor
When You Do Everything Right Except For This One Thing
It’s essential, to be honest with yourself and each other regarding feelings about finance. Not only does this ensure you’re […]
Financial Planning in Sonoma County: Tips for a Successful 2022
You just closed the books on 2021. 2022 is underway! It’s important to put financial planning for this year at […]
What Do You Really Know About Your Financial Advisor? What Should You Know?
Before you see a doctor, be it for a routine checkup or a major surgery, chances are you asked a […]
Sonoma County Wealth Advisor Weighs in on Healthcare in Retirement
Retirement can be complicated. Healthcare costs can be expensive. Put the two together, and navigating healthcare costs in retirement can […]
Why Pay for an Advisor When You Can Find Free Advice Online?
It’s true: You can find plenty of financial advice from a simple Google search. Whether it’s investing, retirement, stock picking […]
Risk Tolerance Vs. Risk Capacity – And What it Means for Your Investments
All investors should understand the concepts of risk tolerance and risk capacity in order to develop a comfortable financial plan with their […]
New Tax Filing Deadline
The Federal and California governments announced today that the 2019 tax filing deadline has moved from April 15 to July […]
Montgomery Taylor, CPA, CFP, has been Inducted into the Prestigious Marquis Who’s Who Biographical Registry
SANTA ROSA, CA, February 26, 2020 – Montgomery Taylor, CPA, CFP, has been inducted into Marquis Who’s Who. As in […]
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 […]