by tomasetti | Aug 4, 2024 | Uncategorized
In 1935, the government created Social Security to promote the economic security of Americans. It aims to provide individuals over the age of 62 with continuing income after retirement. Social Security benefits are typically computed using “average indexed...
by Stephanie Cupp | Jul 1, 2024 | Uncategorized
Many entrepreneurs start their own business to follow their dreams and fulfill their passion. Others choose small business ownership to achieve financial freedom or create their ideal workspace. Regardless of your reasoning, there is one thing all small business...
by Stephanie Cupp | Jun 1, 2024 | Uncategorized
According to a survey conducted by the Federal Reserve, people inherit an average of $46,200 during their lifetime. For many, it can be overwhelming to unexpectedly receive a large sum of money, especially when mourning the loss of a family member or friend. It is...
by Stephanie Cupp | May 5, 2024 | Uncategorized
It’s no secret that college is expensive. According to the Capital Group, the average cost of a four-year degree from a public in-state school is currently $81,737. In 2041, the cost is estimated to more than double, amounting up to $187,344. A 529 college...
by tomasetti | Mar 31, 2024 | Uncategorized
Despite happening every year, right around the same time, Tax Day still manages to sneak up on us. To help prepare you for this extremely important day, the Montgomery Financial Partners team has compiled all the answers to your deadline questions. When are...
by Stephanie Cupp | Mar 1, 2024 | Uncategorized
We all know how the story goes: we work hard for 40 years, contribute to our 401(K), invest, budget, and everything in between. But what happens after we retire? The rules of money management shift in retirement, so it’s important to be prepared. Rather than focusing...
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