The holiday season sparks a generous chord within many people. It is a time for giving, not just to the ones we love, but those in need around our community and country. While there are many charitable organizations who value your donations and use your funds to...
For many, the thought of winning the lottery or a large sweepstakes prize is a dream come true. An all inclusive trip somewhere coastal or a substantial sum of money is a prize we would all take willingly! Unfortunately, scammers know how enticing that sounds and...
If you are an educator at Bozeman High School, Gallatin High School, Belgrade High School, or Petra Academy or know someone on staff at these schools–we have an exciting announcement just for you! We firmly believe that building the foundation for a strong financial...
We are dedicated to protecting our clients and their finances, which is why we are excited to announce our newest article, Fight Back Against Fraud! Monthly you will find tips and advice to practically protect yourself, loved ones, and assets from becoming victimized...
Have you ever had an experience like this: you're completing a transaction at your favorite local store when your debit card is suddenly declined. You try to call the bank to see what the problem is, but you get put on hold, then transferred to a call center where...
April is Financial Literacy Month, and part of being financially literate is understanding the risks you face regarding financial fraud and how to combat it. We are always here to protect your funds, but there are several proactive measures you can also take to...
Setting up online Bill Pay is an excellent way to protect yourself and your finances from fraud. Lately we've seen an increase in checks that are lost in the mail and fraud involving checks that were mailed from an unlocked mailbox. To keep your money safe, we...
Compound interest is interest paid on interest already earned on a deposit or loan. Think of it as ‘interest on interest’. For those of you who struggle to pay off credit cards, compound interest is likely the culprit. Interest from the prior month is added to the...
Budgeting is an essential financial skill that can help you achieve your long-term financial goals. Whether you want to save for a new car, pay off debt, or simply live within your means, creating a budget is a crucial first step. There are many options available for...