Many of my clients ask what they will get by taking action and initiating a Financial Plan for themselves. What you will get is a detailed analysis of what it will take to reach your financial goals, and a specific action plan that will tell you what you need to do in each area of your financial situations.
The path of a company should be dictated by the voices of the people it serves …
- Setting a Higher Standard
- Pursuing Financial Independence
- Personalized Wealth Management Strategy
- Knowledge, Experience and Integrity Working For You
- Comprehensive Portfolio Management
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1-14-20 Lessons Learned From The Past Decade
1-6-20 What a year it was in 2019
12-30-19 Profit Growth Key for 2020 Stocks
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Don Rich serves as your SmartVestor Pro in the Greater Western Montana region. SmartVestor Pros are selected by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments. Not everyone can be a SmartVestor Pro. SmartVestor Pros are vetted investing professionals. We are committed to educating and empowering you!
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Saving for College 101
Here’s a crash course on saving for college.