Category: taxes

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 […]

Are You Leaving a Legacy or a Tax Burden? 6 Estate Planning Strategies

Aug 30, 2021
Even the best intentions can be derailed by taxes. When planning your retirement tax strategy, many people forget to take […]

5 Types of Taxes People Forget to Consider – And How They Affect Your Financial Plan

Aug 9, 2021
At Montgomery Taylor Wealth Management, we look at financial planning as a pyramid. In this pyramid, there are many different […]

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 […]

Death and Taxes: Why They’re Important in Financial Planning

Jun 22, 2020
Although Tax Day 2020 has been extended from April 15 to July 15 because of the Coronavirus pandemic, taxes will […]

Financial Advisors in Sonoma County Warn: 3 Scams to Avoid in Today’s Climate

May 11, 2020
As if there isn’t enough to worry about right now, financial advisors in Sonoma County are warning their clients about […]

New Tax Filing Deadline

Mar 23, 2020
The Federal and California governments announced today that the 2019 tax filing deadline has moved from April 15 to July […]

Withholding: Good Practices for Optimum Results

Sep 28, 2019
How do you measure the success of your tax filing? It seems to be a common preconception that success of […]

Things You Can Do to Prepare for This Year’s Taxes

Sep 28, 2019
The 2018 Tax Law changes have been a largely talked about subject during 2018 and into 2019 as people prepare […]