-
Does Your Small Business Need A Financial Advisor?
Many entrepreneurs start their own business to follow their dreams and fulfill their passion. Others choose small business ownership to achieve financial freedom or create their ideal workspace. Regardless of your reasoning, there is one thing all small business owners should have: a financial advisor. At Montgomery Financial Partners, our wealth management team is committed…
-
What To Do With An Inheritance
According to a survey conducted by the Federal Reserve, people inherit an average of $46,200 during their lifetime. For many, it can be overwhelming to unexpectedly receive a large sum of money, especially when mourning the loss of a family member or friend. It is important for us to take time to grieve during this…
-
What Is A 529 College Savings Plan?
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 savings plan is one of the most commonly used methods to…
Recent Comments