Category: retirement planning

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 […]

What to Do a Year from Retirement

Dec 7, 2020
Time flies! One day, you’re starting a new job and retirement seems like an out-of-reach dream you have “plenty of […]

5 Things Your Estate Plan May Be Missing

Nov 18, 2020
For many people, 2020 will be used as a catalyst for change. No one could have predicted what the year […]

How Much Will My Social Security Benefits Be? Sonoma County Wealth Advisor Explains

Nov 10, 2020
As a Sonoma County wealth advisor for more than 30 years, it’s safe to say I’ve helped hundreds of families […]

Am I Saving Enough for Retirement? 6 Ways to Make Sure

Sep 15, 2020
Back in the good ol’ days, you didn’t have to worry much about saving for retirement. Your employer set you […]

5 Things Your Tax Return Can Tell You About Your Retirement

Aug 17, 2020
The 2020 tax-filing deadline has come and gone, but that doesn’t mean we should forget about our taxes until next […]

Financial Planning Concerns for Women, and the Retirement Questions to Ask Yourself

Jul 20, 2020
Men and women are different – and often, so are their financial planning needs. At Montgomery Taylor Wealth Management, we […]

7 Common Tax Planning Mistakes Made in Retirement

Feb 11, 2020
Taxes shouldn’t just be a priority on April 15. At Montgomery Taylor Wealth Management, we help clients with their tax […]