by JACKSON KEENAN, CFP®, DIRECTOR OF FINANCIAL PLANNING As we enter the season of giving, it is important to consider how giving can benefit both your principles and your taxes. Many of our clients utilize Donor-Advised Funds, but they look … Read More
By Jackson Keenan, CFP®, Director of Financial Planning Top 5 Takeaways: What to Do with an Overfunded 529 Plan Change the Beneficiary You can switch the 529 to another eligible family member which could be siblings, cousins, even yourself. Use … Read More
By Jackson Keenan, CFP®, Director of Financial Planning Top 5 Takeaways: 529 Education Savings Plans offer tax-deferred growth and flexibility for a wide range of qualified education expenses which can be ideal for high-income families. State tax deductions or credits may apply, … Read More
By JACKSON KEENAN, CFP® Key Takeaways Estate Planning Advantage: The estate and gift tax exemption has been permanently increased to $15M per individual, offering expanded opportunities for wealth transfer. Temporary Social Security Deduction: From 2025 to 2028, retirees with moderate … Read More
The second quarter was a period of extremes. In early April, the equity markets briefly fell into bear market territory, having declined more than 20% from the highs on worries about the “Liberation Day” tariff announcements and risk of inflation. … Read More
As a multigenerational family-owned business, it’s only natural that our family’s stories and quotes are often demonstrated in our firm and how we guide clients. Some of the values and perspectives our family has shared with us are timeless and … Read More
Many of our clients have worked their entire lives to provide lasting security for their loved ones, today and in the future. Eventually, the time will come to pass that wealth on to the next generation. Working with several multigenerational … Read More
At MONTAG, we see your portfolio as more than just a collection of investments but a piece within a broader wealth management strategy that supports your real life. We believe well-informed financial planning helps bring clarity to your complete financial … Read More
At MONTAG, we believe wealth management requires coordination among a variety of professionals. We recognize our clients often have established relationships with accountants, attorneys, and other specialists. Rather than working in isolation, we actively collaborate with these professionals to provide … Read More
For most of us, it’s been a long time since we were in a math class and, if we ever learned anything about probability, we likely forgot it all once the final exam was turned in. In an age of … Read More