Tag: Financial advisor Santa Rosa Ca

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 […]

Am I Saving Enough for Retirement? 6 Ways to Make Sure

Sep 15, 2020
Back in the good ol’ days, you didn’t have to worry much about saving for retirement. Your employer set you […]

Montgomery Taylor Joins State CPA Committee

SANTA ROSA, CA, May 11, 2020 – We are pleased to announce that Montgomery Taylor, CPA, CFP and founder of […]

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 […]

Common Investor Questions During the Coronavirus Pandemic

Apr 6, 2020
How will the Coronavirus pandemic affect my wealth portfolio?  The North Bay Business Journal recently included Montgomery Taylor Wealth Management […]