Apr 14

Leave the Legacy You Want with This End-of-Life Checklist

by Toni Tantlinger, newsandexperts.com A lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens to all those assets once you’re gone? Maybe you want everything to go to the kids. Perhaps a charity or a cause you champion should get a portion. And what happens […]

Apr 14

Is It Time to Downsize?

by Jesse Ramos So you’re retired, the kids are out of the house, you and your spouse finally have the place to yourself and you are ready to enjoy your retirement. The question is: do you still need a four- or five-bedroom house, with front and back yards, equipped with a swing set, sandbox, tire […]

Jan 13

Your Grandchildren’s Education

Story by David Erickson for Montana 55 If you’re thinking about putting money away to pay for college for your children or grandkids, there’s a better option than just letting it sit in a savings account. A 529 college savings plan is a program that offers tax advantages for those who want to put money […]

May 4

Family Finances: What to Consider

By Stacia Dahl, AARP Montana State Office Rita from Lewistown e-mailed us with this question: Last summer, my sister’s husband passed away quite unexpectedly. Her husband was always the one who handled the finances in the family and now she finds herself in the position of trying to either handle them herself or enlisting the help […]

Oct 23

Loans: Helping Seniors Stay in Their Homes

by Renata Birkenbuel For seniors seeking to stay in their homes while also securing much-needed repairs, NeighborWorks Great Falls offers a snappy loan program that helps strengthen the core of a neighborhood. The aptly-named Aging in Place Loan program is a subset of the Home Improvement Program Loan administered by NeighborWorks in Great Falls, a […]