Category: retirement planning
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 […]
Working After Retirement: 3 Ways to Do It and How It May Impact Your Benefits
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
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
In a perfect world, you and your spouse may want to retire at the same time and savor your Golden […]