Tag: retirement planning

What Do You Really Know About Your Financial Advisor? What Should You Know?

Nov 9, 2021
Before you see a doctor, be it for a routine checkup or a major surgery, chances are you asked a […]

How to Plan for Rising Healthcare Costs in a Sonoma County Retirement

Oct 25, 2021
The cost of healthcare has increased enormously over the last few decades. To say that healthcare prices far outpace inflation […]

Roth Vs. Traditional, and When a Conversion Makes Sense

Sep 13, 2021
If a Roth conversion is right for you, you can save in taxes, improve your financial future and take advantage […]

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 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 […]

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, […]