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...
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,...
Recent Comments