Category: financial planning

Are You Leaving a Legacy or a Tax Burden? 6 Estate Planning Strategies

Aug 30, 2021
Even the best intentions can be derailed by taxes. When planning your retirement tax strategy, many people forget to take […]

How to Teach the Next Generation About Financial Planning, Wealth Management

Jul 26, 2021
Teaching your children and grandchildren important financial planning lessons doesn’t have to involve a complicated, serious, sit-down conversation. In fact, […]

Inheritances: Financial Planning Tips for You and Your Beneficiaries

Jul 12, 2021
Inheritances are a way to transfer wealth when you’re gone, be it to the next generation, a charity, or friends […]

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 […]