Category: financial planning

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 […]

Montgomery Taylor Wealth Management Announces Acquisition of the Stephen Imboden, CPA Firm

Dec 18, 2019
Santa Rosa, CA, December 9, 2019 – The Santa Rosa-based wealth management and accounting firm, Montgomery Taylor Wealth, announced today […]

Are Your Retirement Benefits Enough? Ask Yourself These 3 Questions

Dec 9, 2019
One of the chief fears many Americans have about retirement is not having enough to live on or running out […]