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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Grandmother with child
Kim Taylor | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Woman with graduation cap looking at the sky
Kim Taylor | Aug 8, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Kim Taylor | Jul 8, 2023

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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A row of houses along a canal
Kim Taylor | Jun 8, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Kim Taylor | May 8, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Parent reading a book to their newborn child
Kim Taylor | Apr 8, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Man sitting on a park bench and working on a laptop
Kim Taylor | Mar 8, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
A calculator and a pen on top of a graph
Kim Taylor | Feb 8, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Kim Taylor | Jan 8, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Hand holding a bill with a red "Past Due" stamp on it
Kim Taylor | Dec 8, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Kim Taylor | Nov 8, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Kim Taylor | Oct 8, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Read More

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6410 Hwy 93 South
Whitefish, MT 59912

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P | 406-752-7232
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Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. CRC conferred by InFRE IMPORTANT CONSUMER INFORMATION This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state;or (b) are excluded or exempted from that state’s registration requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities;or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: AZ, CA, CO, FL, ID, MD, MT, NC ND, NY, OR, UT, WA, WY Insurance Licenses : CA, ID, MT, OR, WA

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