Author archive

For the third time, our household is home to a 15-year-old driver. My wife, less patient and more worried,…

By MONTAG STAFF We learned this summer that Barbara MacInnes, our longtime friend and colleague, will be retiring from...

HOW TO PRESERVE YOUR EXEMPTION AND AVOID FILING A GIFT TAX RETURN USING SIMPLE GIFTING PRINCIPLES By Hayley Hall,...

By MONTAG STAFF As summer is in full swing and college grads are coming to grips with working for...

MONTAG Viewpoints Q2 2019 Click here for our website disclosure.

A. Montag and Associates (d/b/a “MONTAG Wealth Management”) is pleased to announce it has once again been named to...

By Brad Capinas My career in the financial services industry has spanned four decades, most of it as an...

Skyland Trail, an Atlanta-based mental health treatment facility spread among 4 (soon to be 5) campuses, included a note…

MONTAG Viewpoints Q1 2019 Click here for our website disclosure.

Have you seen the new Netflix series starring Marie Kondo, author of the best-selling book, The Life Changing Magic…