Receiving your tax return is exciting, especially if you want to boost your financial health. No matter how much you are expecting to receive from the IRS, there are strategic ways to invest your tax return to support your current and future finances. If you’re...
Personal Finance Resources
How to Survive Tax Season in 5 Steps
March doesn’t just mean spring is coming up soon. It also means tax season is around the corner. Most people start to stress at the words “tax season.” They worry they are underprepared for filling out forms, tracking down documents, and putting in extra time and work...
How to Manage Income Volatility: Minding the Income Gap by Building a Savings Bridge
It’s no secret that the job market is changing and many people are experiencing income volatility. In an area like Bozeman, many people in our community opt for contract or seasonal work which allows them to pursue various passions, whether it be as a park ranger in...
Do you have a financial plan for 2021?
2020 has been a wild ride. This pandemic has caused and continues to cause extraordinary financial challenges. The benefits of having a plan in the case of an emergency are undeniable. We have compiled a list of simple tips and tools that can help prepare you to...
You Can Help Prevent Elder Fraud
Protecting yourself or a loved one from being a victim of elder fraud can seem like a daunting task. We have prepared a list of resources, tools, and warning signs that will help you identify and prevent it from happening. To start, let’s define what elder fraud is:...
Get the Most Out of Mobile Banking
It’s happened to the best of us: you’re ready to checkout on Amazon, reach for your wallet and realize your debit card is nowhere to be found. After calling the bank, cancelling your card and ordering a new one, you find the card you just cancelled, safely tucked away...
5 Summer Spending Mistakes That Can Break the Bank – And How to Fix Them
Summer is a time for family fun and outdoor activities, but also one of increased spending. According to consumer credit reporting agency Experian, consumers surveyed spent an average of $2,275 per person on vacations in 2016, with $1,308 of that amount on credit card...
Spring Cleaning is for More Than Just Your Closet
When it comes to Spring Cleaning, it’s time to start thinking outside the box. This spirit of renewal applies to more than just your closet! It applies to your personal finances too. Spring is an ideal time to dust off your personal finances and tidy up your budget....
5 Ways to Boost Your Financial Health Amidst COVID-19
Financial decisions can feel complex and hard even under normal circumstances. If the current market volatility has you questioning what are the “right” actions you should take now, you are not alone. Here are five concrete ways for you to jumpstart your financial...