Skip to content
Stack Financial Management
  • Who We Are
    • About Us
    • Our Team
  • What We Do
    • Investment Offerings
    • Client Map
  • Why We Are Different
    • Philosophy
    • Portfolio Management
    • Culture
    • Recognition
  • Resource Center
    • Wealth Planning
    • Estate Planning
    • Investment Insights
    • Firm News
  • Contact Us
    • Request Information
    • Careers
Menu Close
  • Who We Are
    • About Us
    • Our Team
  • What We Do
    • Investment Offerings
    • Client Map
  • Why We Are Different
    • Philosophy
    • Portfolio Management
    • Culture
    • Recognition
  • Resource Center
    • Wealth Planning
    • Estate Planning
    • Investment Insights
    • Firm News
  • Contact Us
    • Request Information
    • Careers

Author: Hannah Ahmed

This author has written 18 articles

Read more about the article Developing Charitable Giving Strategies

Developing Charitable Giving Strategies

  • Post published:June 22, 2022

Webcast - Hannah Ahmed and Zach Jonson discuss Hannah’s recently earned Chartered Advisor in Philanthropy® (CAP®) designation as well as charitable giving and what it means for you.

Continue ReadingDeveloping Charitable Giving Strategies
Read more about the article Steps to Take if Your Spouse Dies

Steps to Take if Your Spouse Dies

  • Post published:March 25, 2022

Losing your beloved spouse is likely to be one of the most heart-wrenching and stressful experiences you will ever go through.  The most important thing is to allow for the…

Continue ReadingSteps to Take if Your Spouse Dies
Read more about the article Giving in Times of Crisis

Giving in Times of Crisis

  • Post published:March 9, 2022

While we all watch the situation unfold in Ukraine, it is difficult to fathom what the Ukrainian people are going through, and many of us want to help them in…

Continue ReadingGiving in Times of Crisis
Read more about the article Kids 13-17 Can Now Open a Brokerage Account

Kids 13-17 Can Now Open a Brokerage Account

  • Post published:May 26, 2021

Fidelity recently announced a Youth Account program for children ages 13 – 17 to allow them to “spend, save, and invest.”  Teens can receive a debit card or connect to…

Continue ReadingKids 13-17 Can Now Open a Brokerage Account
Read more about the article Part 1: Planning Beyond the Will

Part 1: Planning Beyond the Will

  • Post published:March 10, 2021

While many of us know and understand the importance of having an estate plan, the basic documents often fall short. They lack the detail and clarity needed...

Continue ReadingPart 1: Planning Beyond the Will
Read more about the article Part 2: Emergency Contacts

Part 2: Emergency Contacts

  • Post published:March 9, 2021

Something that everyone should have is an emergency contact list. It should be readily available to anyone staying in your home. You should also provide a copy...

Continue ReadingPart 2: Emergency Contacts
Read more about the article Part 3: Financial Matters

Part 3: Financial Matters

  • Post published:March 8, 2021

While your will covers how to split up your assets, it doesn’t delve into the nitty gritty details of your financial picture. By giving your executor all the pertinent details...

Continue ReadingPart 3: Financial Matters
Read more about the article Part 4: All Things Real Estate

Part 4: All Things Real Estate

  • Post published:March 7, 2021

The checklists for this installment of our Planning Beyond the Will series include all things related to any real estate. One checklist is dedicated to information regarding any property and home(s) you own.

Continue ReadingPart 4: All Things Real Estate
Read more about the article Part 5: Tangible Items

Part 5: Tangible Items

  • Post published:March 6, 2021

This segment of our Planning Beyond the Will series includes two checklists to address any tangible items you may wish to leave to your heirs.  One checklist is designated for…

Continue ReadingPart 5: Tangible Items
Read more about the article Part 6: Family Pets

Part 6: Family Pets

  • Post published:March 6, 2021

We know you love your pets and want to ensure your four-legged family members aren’t overlooked.  When it comes to pets, the law considers them to be tangible, personal property. …

Continue ReadingPart 6: Family Pets
Read more about the article Part 7: Your Digital Footprint

Part 7: Your Digital Footprint

  • Post published:March 5, 2021

Technology is constantly evolving, and for most, our electronic gadgets and digital world keeps growing. Many people don’t consider the importance of how they’d like their digital estate to be handled upon their passing.

Continue ReadingPart 7: Your Digital Footprint
Read more about the article Part 8: Assisted Living Communities and Nursing Homes

Part 8: Assisted Living Communities and Nursing Homes

  • Post published:March 4, 2021

As we age, physical ailments and health issues we can’t plan for often arise that may require more care than we can get in our own homes.  While no one…

Continue ReadingPart 8: Assisted Living Communities and Nursing Homes
  • 1
  • 2
  • Go to the next page

Categories

  • Cybersecurity
  • Estate Planning
  • Firm News
  • Investment Insights
  • Podcast
  • Wealth Planning

Recent Posts

  • Webcam
  • Jim Stack on Barron’s Advisor – The Way Forward Podcast – November 2022
  • 2022 Investment Strategy Update
  • Zach Jonson on Money Life with Chuck Jaffe
  • Developing Charitable Giving Strategies

Archives

  • November 2022
  • August 2022
  • June 2022
  • April 2022
  • March 2022
  • January 2022
  • December 2021
  • August 2021
  • June 2021
  • May 2021
  • March 2021
  • December 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • February 2020
  • October 2019
  • June 2019
  • December 2018
Client Relationship Summary
ADV Part 2A
Privacy Policy
Important Disclosures
  • Telephone: 406-862-8000
  • E-Mail: sfm@stackfinancialmanagement.com
This site uses cookies to improve your experience. If you consent to cookies, click Proceed or simply continue browsing. Proceed Read More
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT

Important Notice

You are now leaving the Stack Financial Management Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with Stack Financial Management or any advisor(s) whose name(s) appears on this Website. Stack Financial Management is independently owned and operated. Schwab neither endorses nor recommends Stack Financial Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Stack Financial Management under which Schwab provides Stack Financial Management with services related to your account. Schwab does not review the Stack Financial Management Website, and makes no representation regarding the information contained in the Stack Financial Management Website, which should not be considered to be either a recommendation or a solicitation by of any offer to purchase or sell any securities.

Go Back
Continue