In honor of September being Life Insurance Awareness Month, the team at Montgomery Financial Partners wanted to take this opportunity to dispel common misconceptions surrounding life insurance. The truth is: life insurance is incredibly important to your financial...
For many individuals just starting their career, retirement feels like decades away, literally. For those that are nearing the age of retirement, they might feel it is too late for a financial advisor. But I’m here to say it’s never too late for guidance and support...
The month of July presents the perfect opportunity for a mid-year financial review. In the beginning of the year, we encouraged you to make New Year’s financial resolutions. Now that the year is half-way over, it’s time to review the progress you’ve made towards your...
We all know something about social security. Namely, that we pay into it and we will get something out of it in retirement. But understanding how it works beyond that most basic level is important for retirement planning. For reasons I explain below, social security...
At the end of 2022, Congress passed the SECURE 2.0 Act. This legislation was intended to help Americans make their retirement savings stronger and their finances more stable as they age. In many polls and surveys, Americans both report not saving enough for retirement...
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