Category: retirement planning

Cost of Living Calculator: Many People Overlook Taxes

Sep 20, 2021
We see this happen often in retirement planning, and tax in Santa Rosa, CA (and California in general) can be […]

Roth Vs. Traditional, and When a Conversion Makes Sense

Sep 13, 2021
If a Roth conversion is right for you, you can save in taxes, improve your financial future and take advantage […]

Retiring in California? Financial Advisor (Santa Rosa, CA) Shares 5 Factors to Consider

Jun 28, 2021
Retiring in California – specifically Sonoma County – is a dream come true for many people, but it takes proper […]

5 Important Retirement Ages to Remember

Jun 21, 2021
When it comes to retirement, people tend to remember one specific age: 65. Why? Well, for years, 65 was the […]

3 Ways to Retire: Financial Advisor in Santa Rosa, CA Looks at Each

May 31, 2021
Doesn’t retiring mean, well, retiring? No longer working? The end of the work road? Not necessarily. A study from the […]

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 […]

Find Your Retirement Personality Type – And Learn How It Affects Your Finances

Apr 5, 2021
What’s the one thing you can’t wait to do when you retire? Typical answers include traveling, starting your own business, […]

Does Your Retirement Plan Cover You for Life?

Mar 22, 2021
According to reports, nearly half of Americans are afraid of running out of money in their retirement – and that […]