Category: financial planning

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 […]

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 […]

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 […]

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 […]

What All Divorcees Should Know About Social Security

Jan 20, 2020
When it comes to retirement planning, we get a lot of questions about Social Security. Will it be there for […]