Tag: planning your retirement tax strategy

8 Retirement Surprises That Can Catch You Off Guard

Oct 4, 2021
A Sonoma County retirement can be a wonderful thing. But it takes careful preparation.  Sonoma County is one of the […]

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 […]