Tag: financial planning

How to Teach the Next Generation About Financial Planning, Wealth Management

Jul 26, 2021
Teaching your children and grandchildren important financial planning lessons doesn’t have to involve a complicated, serious, sit-down conversation. In fact, […]

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 […]

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 […]

3 Ways to Retire: Financial Advisor in Santa Rosa, CA Looks at Each

May 31, 2021
Doesn’t retiring mean, well, retiring? No longer working? The end of the work road? Not necessarily. A study from the […]

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 […]

Does Your Retirement Plan Cover You for Life?

Mar 22, 2021
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

Mar 1, 2021
Whether you miss the camaraderie of working in an office or simply want to boost your savings, working after retirement […]

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 […]