Category: retirement planning

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 […]

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 […]

Sonoma County Wealth Advisor Weighs in on Healthcare in Retirement

Feb 22, 2021
Retirement can be complicated. Healthcare costs can be expensive. Put the two together, and navigating healthcare costs in retirement can […]

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 […]