Retirement Options for Small Business Owners

Retirement Options for Small Business Owners

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...
The Truth About Life Insurance

The Truth About Life Insurance

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...
Do I Need A Financial Advisor?

Do I Need A Financial Advisor?

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...
Mid-Year Financial Plan Review

Mid-Year Financial Plan Review

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...
Four Basic Facts to Know About IRAs

Four Basic Facts to Know About IRAs

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...
The Basics of Social Security Claiming

The Basics of Social Security Claiming

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...