Money Matters

Preparation is key to estate planning

Importance of Estate Planning

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Don’t wait until your mind is foggy or your time is close. Estate planning ahead of time is extremely important for you and your loved ones.
Montana Senior Homeowner/Renter Tax Credit

Be Prepared to Claim Your 2018 Senior Homeowner/Renter Tax Credit

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Montanans should know about one 2018 senior tax credit that could mean more money in your pocket, whether you need it to pay bills or just to spoil your grandchildren a little more. The Senior Homeowner/Renter Tax Credit is worth up to $1,000, and you can qualify for it even if you’re not required to file an income tax return.
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Open A Montana Medical Savings Account Before Dec. 31 for 2018 Tax Savings

Have you had any medical expenses so far this year that haven’t been covered by your health insurance policy or a flexible spending account (FSA)? If you establish an MSA and deposit up to $3,500, (the maximum in 2018), that amount is used to reduce your 2018 Montana adjusted gross income, thus reducing your state taxes.
Montana Airbnb

Airbnb: Opening Homes to the New Economy

Montana seniors looking for extra revenue after retirement have found they don’t have to work too hard after all. They’ve opened their homes for Airbnb and tapped into a thriving economic industry: tourism.