By Larry Mendel, Vice President of Sales Key Takeaways: Start the conversation about family wealth sooner rather than later. Many parents avoid discussing wealth with their children, but wealth and estate details will ultimately come out. Early conversations help prepare … Read More
Following strong gains in 2023 and 2024, U.S. equity markets enjoyed another year of double-digit returns in 2025. The S&P 500 gained 17.9% and small-cap stocks as measured by the Russell 2000 Index also rose double digits, up 12.8%. These … Read More
Atlanta, Georgia – MONTAG Wealth Management is pleased to announce that Hong-Tsun Simon, CFA, and Beverly W. Kelly have joined the firm, bringing with them many longstanding client relationships. Their arrival further strengthens MONTAG’s ability to deliver highly personalized investment … Read More
By JACKSON KEENAN, CFP® End-of-Year Tax Planning For most Americans, the tax filing deadline for 2025 is Wednesday, April 16, 2026. However, for high-net-worth individuals, effective tax planning begins much earlier. Consider December 31, 2025, as your real deadline to … Read More
Key Takeaways: RMDs Pushed Out The age to begin Required Minimum Distributions increases to 73 now and 75 starting in 2033, allowing retirees more time for tax-deferred growth. Lower Penalties for Missed RMDs The prior 50% penalty for failing to … Read More
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