Category: financial planning

Financial Tip: Opening an Account for Your Child

Jun 14, 2021
For many parents, the rising costs of college are a primary financial concern. Tuition, housing and school supplies are all […]

How to Plan a Sonoma County Retirement as a Stay-at-Home Parent

May 24, 2021
If you weren’t a stay-at-home parent before, the COVID-19 pandemic may have changed that. Regardless of how you got there, […]

4 Ways to Help Your (Grand)Kids Financially in Retirement

Apr 19, 2021
As Sonoma County wealth advisors at Montgomery Taylor Wealth Management, we’ve seen more and more people helping their adult children […]

Working After Retirement: 3 Ways to Do It and How It May Impact Your Benefits

Mar 1, 2021
Whether you miss the camaraderie of working in an office or simply want to boost your savings, working after retirement […]

Retiring Before (or After) Your Spouse: 7 Questions to Ask

Feb 15, 2021
In a perfect world, you and your spouse may want to retire at the same time and savor your Golden […]

Do You Have a Small Business? Don’t Overlook These Opportunities

Jan 25, 2021
September 22-26, 2020 was officially designated “National Small Business Week,” but if you have a small business, you know that […]

Dangerous Assumptions Business Owners Make About Retirement

Jan 18, 2021
Most working Americans plan to retire at some point in their lives, even if they love what they do. But […]

Starting the New Year in a New Job? What To Do With Your 401(k)

Jan 4, 2021
After the year we had in 2020, a lot people started 2021 in a new job. The pandemic-related shutdowns and […]

Why Pay for an Advisor When You Can Find Free Advice Online?

Dec 17, 2020
It’s true: You can find plenty of financial advice from a simple Google search. Whether it’s investing, retirement, stock picking […]