by Stephanie Cupp | Feb 6, 2024 | Uncategorized
As we stated in our previous blog post, financial planning and estate planning go hand-in-hand. Estate planning can help you manage your financial and personal affairs. It allows you to evaluate your assets and consider what is going to happen to those assets when you...
by Stephanie Cupp | Jan 4, 2024 | Uncategorized
Retirement annuities are insurance contracts between the owner of the annuity and the financial institutions issuing it. You can purchase these contracts with monthly premiums or lump-sum payments. From there, those invested funds grow over time in what we refer to as...
by tomasetti | Dec 12, 2023 | Uncategorized
“Are you financially healthy?” is a question you might hear often, but what exactly does it mean? Financial health is a term used to describe the combined measurement of an individual’s financial life. There are four key pillars of financial health: Spend, Save,...
by tomasetti | Nov 5, 2023 | Uncategorized
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,...
by tomasetti | Oct 7, 2023 | Uncategorized
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...
by tomasetti | Sep 1, 2023 | Uncategorized
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...
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