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  • What To Do With An Inheritance

    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…

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  • What Is A 529 College Savings Plan?

    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…

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  • Tax Day 2024: What You Need To Know

    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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