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In the meantime, here are some blogs that might interest you:

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

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 … Read More