Countdown to Retirement
Your guide to the two years before the finish line We typically start serious retirement planning with our clients in the 5 years leading up to their date of freedom. If you have retirement on the...
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Millionaires: Who Are They, and What Can We Learn From Those Who Got There?
Millionaires: Who Are They, and What Can We Learn From Those Who Got There?A client education article from Montage Wealth The media throws the word “millionaire” around so casually that it can...
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Sequence of Returns Risk: Why the Order of Your Investment Returns Matters
Understanding one of the most overlooked risks in retirement income planning If you've spent decades saving for retirement, you've probably focused on one number above all others: your average...
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Turning 18: The Legal and Financial Checklist Every Family Should Know
Turning 18: The Legal and Financial Checklist Every Family Should Know Why an 18th birthday is also a legal turning point — and the documents that keep families connected when it matters most....
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A Strategy to Help Reduce Taxes on Employer Stock in Your Rollover
RETIREMENT TAX STRATEGY A Strategy to Help Reduce Taxes on Employer Stock in Your Rollover The Net Unrealized Appreciation (NUA) strategy: a powerful but often overlooked option for retirees...
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Market Commentary
The second quarter of 2026 delivered one of the most powerful risk-on reversals in modern market history. After the U.S.-Iran conflict drove a sharp first-quarter selloff, markets staged a violent...
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The Stock Transfer Strategy: Give More, Pay Less Tax
TAX STRATEGY The Stock Transfer Strategy: Give More, Pay Less Tax A lesser-known tactic to benefit your church or favorite non-profit — without writing a check. Instead of donating cash,...
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TRUMP ACCOUNTS
TRUMP ACCOUNTS A New Savings Option for Children — What Families Need to Know Montage Wealth | Client Education Series What Is a Trump Account? The 2025 reconciliation law introduced a brand...
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Who Gets Grandma's Yellow Pie Plate?
Who Gets Grandma's Yellow Pie Plate? Planning the Transfer of Personal Belongings By most accounts, settling an estate sounds like a legal and financial matter — trusts, wills, deeds, bank...
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The Rich Don't Pay Their Fair Share — Really?
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Market Update: Middle East Developments and Potential Market Impacts
Middle East Developments and Potential Market ImpactsRecent military operations in the Middle East have generated understandable concern among investors. While geopolitical events often produce...
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How Does Financial Planning Support My Business and Personal Wealth?
Financial planning helps business owners strengthen both business success and personal wealth by aligning cash flow strategy, tax planning, retirement plan design, and long‑term exit planning. When...
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Can a Financial Advisor Help Reduce My Taxes?
Yes—when tax planning is integrated directly into your broader financial plan, a financial advisor can help reduce your tax burden both now and over time. Through strategies like tax‑efficient...
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How Do I Know If I’m Ready to Retire?
You’re generally ready to retire when your income sources are stable, your tax strategy is efficient, your healthcare plan is solid, and your desired lifestyle fits comfortably within your...
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