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Tax Day 2024: What You Need To Know
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 taxes due in 2024? Monday, April 15, 2024, is Tax Day. This…
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Key to Managing Money in Retirement
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 on saving income, it’s time to focus on budgeting…
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3 Strategies for Estate Planning
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 die. As your financial advisors, the MFP team can help…
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