Category: retirement planning
Starting the New Year in a New Job? What To Do With Your 401(k)
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?
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
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
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
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
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
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
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
Taxes shouldn’t just be a priority on April 15. At Montgomery Taylor Wealth Management, we help clients with their tax […]