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Accounting column: Santa Rosa CPA publishes retirement guide
Montgomery Taylor, owner and founder of Santa Rosa-based Montgomery Taylor, CPA, and the separate investment management company, Montgomery Taylor & Company, LLC, has published a new book highlighting points important for continued income through retirement.
Published by Bookstand Publishing in July, 184-page Before It’s Too Late covers taxes, investments, wealth preservation, risk management and legal documents in a retirement plan approach that embraces the inevitability of planning failures.
[caption id="attachment_61135" align="alignright" width="180"] Montgomery Taylor[/caption]
Mr. Taylor said the book builds on his approach to wealth management, incorporating the accounting and investment side of retirement planning and presenting those combined concepts in an entertaining and conversational style.