If you’ve ever been to a communication or relationship workshop, you’ve probably seen the skit It’s Not About The Nail. I can’t think of a better way to illustrate how even a basic misunderstanding of something can affect us on so many levels. We’ve all laughed painfully, knowing how ridiculous yet true the interaction portrayed […]

I just had the chance to go on an incredible 12-day trip with my family to the Canadian Rockies, the Calgary Stampede, Glacier National Park, and Silverwood Theme Park. Yes, we saved Silverwood till the end, just to give my kids a little incentive to stay with it. In 2022, we were able to spend […]

We are in the middle of baseball season, and one of my favorite summertime activities is cheering on our local Billings Mustangs at Dehler Park. Even if it’s not the “big leagues”, it’s still a joy to watch all of the young and upcoming players put their skills to the test in hopes of a […]

My kids are getting their first taste of “real” roller coasters this year. This March, we took a trip to Universal Studios to celebrate Spring Break. My son, who is 8, was brave enough to try the Velocicoaster for the first time. I remember seeing his combined reaction of joy, excitement, joy and terror as […]

As we enter the middle of May here in Montana, we are approaching the illustrious long, warm, sunny days of summer and seeing less and less of the volatile spring/late winter weather that usually lingers until Memorial Day.   Seeing the onset of warmer temperatures gets me excited for backpacking season – one of my favorite […]

Even in my late 30s, I still enjoy a good superhero movie. There’s nothing like cheering on the good guys against the latest forces of evil trying to save the planet from ultimate destruction. I will naturally gravitate towards a new Avengers or Spiderman movie if nothing else looks good. You might not have heard […]

Conversations revolving around Estate Planning and Trusts typically go hand in hand. While very useful, establishing and then also planning for a future with a Revocable Living Trust should be approached carefully and with proper legal advice. In this post, we’ll discuss how a Revocable Living Trust becomes Irrevocable and how to best plan when […]

“It’s not what you make, it’s what you keep.” This quote rings true regardless if you’re talking about income, saving, or investing. There is no shortage of places our income can turn into an outflow. One of the most well-known outflows we encounter this time of year comes in the form of taxes. In this […]

The word “investing” evokes a great sense of opportunity, but with it can come an equally great deal of anxiety. Picking the right investments, controlling risk, and managing emotions are all easier said than done. However, with the right practice, even someone with no investing experience can set themselves up for a great future outcome. […]

How do you ensure the financial stability of your loved ones once you are no longer with them? In this post, we’ll discuss the steps you can take now to safeguard the wealth you’ve created, protect against risks, and leave a legacy that will be remembered for generations to come.   Appoint the Right Decision Makers  […]