2025 Tax-Related Information
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2025. We've summarized this tax-related information...
Planning for Financial Wellness
Understanding Your Power of Attorney Webcast - Hannah Ahmed and Meredith Stolte discuss how to differentiate between types of Power of Attorney and when to utilize each tool.
2024 Tax-Related Information
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2024. We've summarized this tax-related information...
CNBC Financial Advisor 100
Stack Financial Management (SFM) of Whitefish, Montana has been ranked #72 in the 2023 CNBC Financial Advisor 100.
Safety First: In Your Portfolio and Beyond
Our team prioritizes your security and recognizes the importance of partnering with you in a commitment to safety.
Trail Maintenance Day
Last week, Stack Financial Management and InvesTech Research employees took part in a trail maintenance day on the Whitefish Trails System.
Planning Beyond the Will Webcast
Webcast - Hannah Ahmed and Zach Jonson discuss how our clients can utilize the Beyond the Will series. This nine part series of articles and checklists address the areas that may not be covered by a will.
2023 Tax-Related Information
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2023.
Developing Charitable Giving Strategies
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.
Steps to Take if Your Spouse Dies
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…
Giving in Times of Crisis
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…
Kids 13-17 Can Now Open a Brokerage Account
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…