Your adjusted gross income (AGI) plays an important role in filing your income taxes but also applies when it comes to other income-based programs and benefits. Learn what AGI is and why it’s important to calculate.

Adding a "grandkid fund" to a longer-term financial plan can help cover any wants and needs, along with providing some peace of mind for the future.

Learn what financial advisors do, how much their services cost, and where to find one. 

Learn about holistic wealth management and how it takes into account your personal goals, major life events, and the future you see for you and your family.  

For young people, life is full of financial decisions. Here’s how working with a financial advisor can help people get a full plan for their money future.

Choosing where to live is a big decision. Learn the benefits of retiring in Montana, plus the top 10 places in Montana to retire.

Whether you’re saving for your child’s college education or simply building them a nest egg for the future, starting early is key. A custodial Roth IRA offers the ability to save for your child’s future, but with greater tax benefits than many other accounts offer.

While you may experience ebbs and flows in the market, whether with your 401(k) plan or brokerage account, one advisor suggests how to remain disciplined even when things get tough in our economic environment.

Explore the most affordable cities for working adults and retirees based on factors like cost of living, taxes, healthcare, and home prices.

Here are answers to five common questions about refinancing a mortgage.