Category: retirement planning
Cost of Living Calculator: Many People Overlook Taxes
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
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
Retiring in California – specifically Sonoma County – is a dream come true for many people, but it takes proper […]
5 Important Retirement Ages to Remember
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
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
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
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
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?
According to reports, nearly half of Americans are afraid of running out of money in their retirement – and that […]