Long Term Care Blog

July 8, 2016 by Brad Gunning

Common Retirement Mistakes

The USA Today published an article titled Seven Big Mistakes Couples Make in Retirement. While the agents at Montana Life Group likely can’t help with Mistake #1 (couples that never talked to each other about retirement), we certainly can be a useful tool in avoiding Mistakes #3 (couples that didn’t do proper financial planning), #4

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June 3, 2016 by Troy Baccus

New Medigap Insurance Website

www.Medigap-Insurance-For-Medicare.com   We are pleased to announce our newest website dedicated to helping consumers shop for Medicare Supplement Insurance. The site has a regularly updated blog which will provide useful information for Medigap Insurance shoppers.   Our approach to Medicare Supplement Insurance Our approach to Medicare Supplement (MedSupp) insurance is the same as it is

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May 18, 2015 by Troy Baccus

5 Reasons to Lock in Gains Now

We have had a nice run in the stock market since the housing crisis. Hopefully you were able to take full advantage of the growth experienced in the equities markets. Even if your portfolio hasn’t experienced double-digit growth over the past few years, you might be well-advised to take a more conservative approach for the years

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March 23, 2015 by Troy Baccus

Tax Deadline April 15, 2015

  The deadline for individuals to file their tax return is April 15.  Depending on the type of legal entity, the business tax deadline may vary. If it looks like you won’t be able to get your tax return filed on time, the good news is that you can request an extension. Individuals can request a six-month extension on

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March 7, 2015 by Troy Baccus

When is the Deadline for a Business Tax Extension in 2015?

Tax Season 2015 We all know April 15 is “tax day.”  But if you own a business, your company might have a different filing deadline.  The first step in figuring out the tax return filing deadline for your business is determining what type of business entity you have.  This blog post will address the tax

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January 7, 2015 by Troy Baccus

Enrollment for 2015 Health Insurance

Enrollment is now open for 2015 health insurance through the Obamacare health insurance marketplace. If you do not receive health insurance through an employer sponsored plan then you will most likely need to secure your own individual health insurance or family health insurance. There are even health insurance options for small business owners available online.

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June 26, 2014 by nina avery

Should I exchange my existing annuity for a new one? Read this first!

By Nina Avery, CFP® My partner and I were recently contacted to give a second opinion and explain a proposed annuity exchange to a confused consumer.  If you have been contacted to exchange your annuity please contact us for a second opinion at Nina@montanalifegroup.com or Troy@montanalifegroup.com.  We will be happy to evaluate your case and

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June 17, 2014 by Jeffrey Caron

Caring for a spouse is stressful

  According to a recent poll and article by Yahoo! News caring for a spouse with health needs is more stressful than caring for a parent or even in-laws.  Unfortunately, the odds are that you’ll eventually have to give long-term care to a loved one.  More than 50% of Americans age 40 or older have given long-term

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