eBook: Your Retirement Handbook

Practical Knowledge for the Start of Your Second Act

Suddenly, retirement is real.

More than a goal or an objective to plan for, it is now an event on your calendar, a bonafide transition in your life you are about to experience. 

What financial steps should you consider taking in the year or two before you retire?
What financial moves should you contemplate in the year or two following your retirement? 

With your retirement not so much “on the horizon” as “here and now,” it’s time for action. We hope you find this guide helpful.

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Copyright © 2019, Montgomery Taylor Wealth Management . All rights reserved. 

Practical Knowledge for the Start of Your Second Act

Suddenly, retirement is real.

More than a goal or an objective to plan for, it is now an event on your calendar, a bonafide transition in your life you are about to experience. 

What financial steps should you consider taking in the year or two before you retire?
What financial moves should you contemplate in the year or two following your retirement? 

With your retirement not so much “on the horizon” as “here and now,” it’s time for action. We hope you find this guide helpful.

Practical Knowledge for the Start of Your Second Act