Observing National Long-Term Care Awareness Month occurs every November. This month-long campaign was designed to highlight the importance of preparing for the unexpected as one reaches the age of 65. In the event of a chronic medical condition, disability, disorder,...
At Montgomery Financial Partners, we understand you are busy running your company smoothly and efficiently. We realize you may not have had time to think about your personal retirement plan or what happens when you decide to step away from the day-to-day operations of...
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...
When working in the corporate world, it’s easy to leave your retirement income planning in the trusting hands of your employer. But perhaps you are looking for an opportunity to take a bigger stake in investing in your future. Or perhaps you are a small business-owner...
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