Category: retirement planning

How to Get the Most Out of Your Retirement Account

Dec 20, 2021
When was the last time you logged into your retirement account’s online portal? Odds are, it has been a while. […]

4 Key Elements to Protecting Family Wealth

Dec 6, 2021
It’s a fact: 70 percent of family wealth disappears in the next generation and a whopping 90 percent evaporates by […]

What Do You Really Know About Your Financial Advisor? What Should You Know?

Nov 9, 2021
Before you see a doctor, be it for a routine checkup or a major surgery, chances are you asked a […]

How to Plan for Rising Healthcare Costs in a Sonoma County Retirement

Oct 25, 2021
The cost of healthcare has increased enormously over the last few decades. To say that healthcare prices far outpace inflation […]

8 Retirement Surprises That Can Catch You Off Guard

Oct 4, 2021
A Sonoma County retirement can be a wonderful thing. But it takes careful preparation.  Sonoma County is one of the […]

Cost of Living Calculator: Many People Overlook Taxes

Sep 20, 2021
As a Certified Financial Planner (CFP), CPA and founder of Montgomery Taylor Wealth Management, I have some important advice for […]

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 […]