Tag: retirement planning
What Do You Really Know About Your Financial Advisor? What Should You Know?
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
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
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
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
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
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
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
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
What’s the one thing you can’t wait to do when you retire? Typical answers include traveling, starting your own business, […]