Home » Resources

Our Blog

 

Generational Wealth: When to Engage Your Children

By Larry Mendel, Vice President of Sales Here at MONTAG, we have been asked many times by wealthy clients about how and when they should begin to advise their children about their family and generational wealth.   These clients have worked … Read More

Viewpoints Newsletter

 


MONTAG in the News

 

Highlights of the SECURE Act 2.0

by Jackson Keenan, CFP® – MONTAG’s Director of Financial Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 and brought many changes impacting retirement planning. On December 23, 2022, the U.S. House of … Read More

Frequently Asked Questions

From the types of clients we serve to the certifications we hold, get answers to your frequently asked questions about MONTAG.