Tag: Financial advisor Santa Rosa Ca

Financial Tip: Opening an Account for Your Child

Jun 14, 2021
For many parents, the rising costs of college are a primary financial concern. Tuition, housing and school supplies are all […]

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, […]

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 […]

Why Pay for an Advisor When You Can Find Free Advice Online?

Dec 17, 2020
It’s true: You can find plenty of financial advice from a simple Google search. Whether it’s investing, retirement, stock picking […]

How Much Will My Social Security Benefits Be? Sonoma County Wealth Advisor Explains

Nov 10, 2020
As a Sonoma County wealth advisor for more than 30 years, it’s safe to say I’ve helped hundreds of families […]

Risk Tolerance Vs. Risk Capacity – And What it Means for Your Investments

Oct 13, 2020
All investors should understand the concepts of risk tolerance and risk capacity in order to develop a comfortable financial plan with their […]